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 60 · EIN 04-2647786 | Sub-TA Fees | $8,215 |
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $8,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,553 | $89,652-24.6% | $141,162-52.1% | $65,185+3.6% |
| Participation rate | 27.1% | 74.7%-47.6pp | 82.5%-55.4pp | 70.2%-43.1pp |
| Annual return | 23.87% | 32.79%-8.9pp | 71.39%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $211 | $3,065-93.1% | $4,735-95.5% | $2,177-90.3% |
| Participant deferral / active EE | $3,459 | $5,691-39.2% | $6,709-48.4% | $3,514-1.6% |
| Admin fee / account holder | $281 | $569-50.5% | $10,261-97.3% | $847-66.8% |