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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,116 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $34,985 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,507 | $78,275-44.4% | $109,143-60.1% | $86,799-49.9% |
| Participation rate | 40.1% | 73.8%-33.8pp | 75.9%-35.8pp | 72.3%-32.2pp |
| Annual return | 19.32% | 19.14%+0.2pp | 25.75%-6.4pp | 97.91%-78.6pp |
| Employer contribution / active EE | $416 | $3,105-86.6% | $3,722-88.8% | $2,405-82.7% |
| Participant deferral / active EE | $2,590 | $3,641-28.9% | $4,653-44.3% | $4,131-37.3% |
| Admin fee / account holder | $346 | $198+74.5% | $6,752-94.9% | $170+104.3% |