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) | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,423 | $89,652+41.0% | $141,162-10.4% | $65,185+93.9% |
| Participation rate | 97.5% | 74.7%+22.7pp | 82.5%+15.0pp | 70.2%+27.3pp |
| Annual return | 23.87% | 32.79%-8.9pp | 71.39%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $8,807 | $3,065+187.4% | $4,735+86.0% | $2,177+304.6% |
| Participant deferral / active EE | $8,558 | $5,691+50.4% | $6,709+27.6% | $3,514+143.6% |
| Admin fee / account holder | $379 | $569-33.4% | $10,261-96.3% | $847-55.3% |