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 13-3623351 | Advisory (Plan) | $19,012 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $17,175 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $5,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,514 | $91,407-44.7% | $135,903-62.8% | $71,457-29.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 19.61% | 29.90%-10.3pp | 68.23%-48.6pp | 28.85%-9.2pp |
| Employer contribution / active EE | $3,529 | $3,703-4.7% | $4,856-27.3% | $2,588+36.4% |
| Participant deferral / active EE | $2,659 | $7,092-62.5% | $7,758-65.7% | $4,289-38.0% |
| Admin fee / account holder | $201 | $1,266-84.1% | $10,762-98.1% | $1,587-87.3% |