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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $19,247 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $15,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,211 | $84,936-70.3% | $111,297-77.3% | $79,386-68.2% |
| Participation rate | 54.9% | 75.9%-21.0pp | 77.3%-22.5pp | 70.7%-15.8pp |
| Annual return | 13.06% | 17.45%-4.4pp | 54.65%-41.6pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,696 | $1,979-14.3% | $2,731-37.9% | $2,427-30.1% |
| Participant deferral / active EE | $2,998 | $3,888-22.9% | $4,487-33.2% | $4,046-25.9% |
| Admin fee / account holder | $310 | $537-42.3% | $7,964-96.1% | $626-50.6% |