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 27 · EIN 13-4078005 | Advisory (Plan) | $24,512 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $18,590 |
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 | $27,459 | $65,435-58.0% | $86,677-68.3% | $66,914-59.0% |
| Participation rate | 59.7% | 75.5%-15.8pp | 76.6%-16.9pp | 69.8%-10.1pp |
| Annual return | -13.34% | -10.89%-2.5pp | 35.91%-49.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,749 | $2,153-18.8% | $2,836-38.3% | $2,544-31.2% |
| Participant deferral / active EE | $3,265 | $4,100-20.4% | $4,656-29.9% | $4,237-22.9% |
| Admin fee / account holder | $356 | $642-44.5% | $7,493-95.2% | $593-40.0% |