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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,693 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA ADVISORS, INC Service code 49 4000 SMITH ROAD SUITE 300 · CINCINNATI, OH 45209 | Other Services | $0 |
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 | $62,864 | $73,404-14.4% | $87,100-27.8% | $67,579-7.0% |
| Participation rate | 91.6% | 80.9%+10.8pp | 76.9%+14.8pp | 71.3%+20.4pp |
| Annual return | 18.63% | 48.29%-29.7pp | 28.19%-9.6pp | 378.56%-359.9pp |
| Employer contribution / active EE | $2,306 | $2,014+14.5% | $2,521-8.5% | $2,148+7.4% |
| Participant deferral / active EE | $2,769 | $3,913-29.2% | $4,049-31.6% | $3,539-21.8% |
| Admin fee / account holder | $35 | $142-75.1% | $7,497-99.5% | $142-75.2% |