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 6-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 ADVISORS, LLC Service code 19 · EIN 13-4078005 | Securities Custodian | $10,298 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $10,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,034 | $73,638-75.5% | $95,952-81.2% | $73,488-75.5% |
| Participation rate | 53.0% | 76.2%-23.1pp | 77.1%-24.1pp | 70.7%-17.7pp |
| Annual return | 31.14% | 16.78%+14.4pp | 91.61%-60.5pp | 28.51%+2.6pp |
| Employer contribution / active EE | $1,553 | $1,863-16.7% | $2,541-38.9% | $2,270-31.6% |
| Participant deferral / active EE | $2,378 | $3,617-34.2% | $4,167-42.9% | $3,740-36.4% |
| Admin fee / account holder | $201 | $482-58.4% | $6,795-97.0% | $513-60.9% |