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 26 · EIN 13-4071393 | Advisory (Participants) | $13,881 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,870 |
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 | $54,740 | $76,552-28.5% | $123,892-55.8% | $62,891-13.0% |
| Participation rate | 89.4% | 73.0%+16.4pp | 81.4%+8.0pp | 69.3%+20.1pp |
| Annual return | 7.75% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $3,354 | $2,883+16.4% | $4,617-27.4% | $2,281+47.1% |
| Participant deferral / active EE | $6,584 | $4,840+36.0% | $5,984+10.0% | $3,203+105.6% |
| Admin fee / account holder | $176 | $4,826-96.4% | $8,357-97.9% | $4,296-95.9% |