See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 27 ATTN COMMISSIONS · NEW YORK, NY 10104 | Advisory (Plan) | $38,374 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,197 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 17 50 TICE BLVD, SUITE 141 · WOODCLIFF LAKE, NJ 07677 | Pension Consulting | $13,564 |
Filed as: AXA NETWORK LLC Service code 27 | Advisory (Plan) | $13,302 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $0 |
Filed as: AXA NETWORK, LLC Service code 27 JANIE SMITH · HARRISBURG, PA 17110 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,435 | $48,576+30.6% | $169,463-62.6% | $56,287+12.7% |
| Participation rate | 36.1% | 65.8%-29.7pp | 77.8%-41.7pp | 69.9%-33.7pp |
| Annual return | -4.27% | -2.51%-1.8pp | 1.83%-6.1pp | -9.96%+5.7pp |
| Employer contribution / active EE | $481 | $1,559-69.1% | $4,159-88.4% | $2,111-77.2% |
| Participant deferral / active EE | $2,673 | $3,275-18.4% | $5,277-49.3% | $3,350-20.2% |
| Admin fee / account holder | $18 | $435-95.9% | $9,109-99.8% | $521-96.6% |