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 |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $41,999 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,202 |
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 | $89,740 | $81,248+10.5% | $155,509-42.3% | $80,856+11.0% |
| Participation rate | 75.3% | 66.2%+9.1pp | 78.2%-2.9pp | 67.6%+7.7pp |
| Annual return | 11.99% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,176 | $3,100-29.8% | $4,672-53.4% | $2,755-21.0% |
| Participant deferral / active EE | $3,353 | $3,452-2.9% | $5,626-40.4% | $4,296-22.0% |
| Admin fee / account holder | $443 | $7,997-94.5% | $15,912-97.2% | $6,918-93.6% |