See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $19,599 |
Filed as: AXA ADVISORS, LLC Service code 27 1000 WOODBURY RD., STE 300 · WOODBURY, NY 117972530 | Advisory (Plan) | $17,162 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,627 | $81,474+46.8% | $133,956-10.7% | $73,488+62.8% |
| Participation rate | 89.8% | 76.4%+13.4pp | 79.8%+10.0pp | 70.7%+19.1pp |
| Annual return | 17.09% | 19.40%-2.3pp | 45.09%-28.0pp | 28.51%-11.4pp |
| Employer contribution / active EE | $2,819 | $2,209+27.6% | $3,919-28.0% | $2,270+24.2% |
| Participant deferral / active EE | $6,335 | $3,786+67.3% | $5,048+25.5% | $3,740+69.4% |
| Admin fee / account holder | $218 | $713-69.5% | $8,927-97.6% | $513-57.6% |