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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,005 |
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $6,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,647 | $46,966+3.6% | $185,117-73.7% | $69,631-30.1% |
| Participation rate | 50.2% | 65.3%-15.1pp | 77.3%-27.1pp | 70.7%-20.5pp |
| Annual return | 17.09% | 22.36%-5.3pp | 40.50%-23.4pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,265 | $1,360-7.0% | $4,182-69.7% | $2,032-37.7% |
| Participant deferral / active EE | $2,252 | $3,017-25.3% | $5,045-55.4% | $3,224-30.1% |
| Admin fee / account holder | $191 | $94+103.0% | $8,159-97.7% | $110+72.5% |