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: AXIOM INVESTMENT MANAGEMENT LLC Service code 15 · EIN 20-5412674 | Recordkeeping | $31,994 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,552 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,288 | $49,693-20.9% | $70,515-44.3% | $74,419-47.2% |
| Participation rate | 9.6% | 64.7%-55.1pp | 68.3%-58.8pp | 70.7%-61.2pp |
| Annual return | -61.51% | 21.22%-82.7pp | 32.77%-94.3pp | 34.38%-95.9pp |
| Employer contribution / active EE | $25 | $1,773-98.6% | $2,973-99.2% | $2,637-99.1% |
| Participant deferral / active EE | $1,769 | $3,376-47.6% | $4,567-61.3% | $4,528-60.9% |
| Admin fee / account holder | $664 | $316+110.5% | $6,412-89.6% | $348+91.0% |