See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,058 |
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $18,897 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,151 | $56,317+115.1% | $71,209+70.1% | $74,304+63.0% |
| Participation rate | 86.1% | 55.1%+31.0pp | 73.8%+12.4pp | 60.3%+25.8pp |
| Annual return | 15.99% | 42.83%-26.8pp | 282.51%-266.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $2,933 | $2,160+35.8% | $2,721+7.8% | $2,241+30.8% |
| Participant deferral / active EE | $5,749 | $2,788+106.2% | $4,175+37.7% | $3,767+52.6% |
| Admin fee / account holder | $218 | $2,290-90.5% | $5,349-95.9% | $2,969-92.7% |