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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $154,498 |
Filed as: AXA ADVISORS, LLC. Service code 27 · EIN 13-4071393 | Advisory (Plan) | $87,808 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $8,400 |
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 | $95,032 | $88,982+6.8% | $102,438-7.2% | $77,671+22.4% |
| Participation rate | 96.0% | 80.9%+15.1pp | 76.5%+19.5pp | 70.6%+25.5pp |
| Annual return | 15.90% | 25.01%-9.1pp | 29.37%-13.5pp | 31.21%-15.3pp |
| Employer contribution / active EE | $1,629 | $2,698-39.6% | $3,024-46.1% | $2,726-40.2% |
| Participant deferral / active EE | $5,831 | $5,144+13.4% | $5,054+15.4% | $4,648+25.5% |
| Admin fee / account holder | $292 | $236+24.2% | $9,448-96.9% | $430-32.0% |