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 Service code 15 · EIN 13-4078005 | Recordkeeping | $13,841 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $7,406 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $770 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,594 | $81,474-76.0% | $133,956-85.4% | $73,488-73.3% |
| Participation rate | 60.0% | 76.4%-16.4pp | 79.8%-19.8pp | 70.7%-10.7pp |
| Annual return | 13.93% | 19.40%-5.5pp | 45.09%-31.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $375 | $2,209-83.0% | $3,919-90.4% | $2,270-83.5% |
| Participant deferral / active EE | $2,336 | $3,786-38.3% | $5,048-53.7% | $3,740-37.5% |
| Admin fee / account holder | $83 | $713-88.3% | $8,927-99.1% | $513-83.7% |