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 |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $24,388 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,829 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,419 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,549 | $35,485-13.9% | $74,550-59.0% | $55,725-45.2% |
| Participation rate | 80.2% | 62.5%+17.7pp | 69.1%+11.1pp | 70.9%+9.4pp |
| Annual return | -5.97% | 0.72%-6.7pp | 32.53%-38.5pp | 244.93%-250.9pp |
| Employer contribution / active EE | $2,611 | $777+235.9% | $1,961+33.2% | $2,078+25.6% |
| Participant deferral / active EE | $4,502 | $2,181+106.4% | $3,108+44.9% | $3,356+34.2% |
| Admin fee / account holder | $63 | $114-44.6% | $5,060-98.7% | $115-45.0% |