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 |
|---|---|---|
Filed as: AXA ADVISORS Service code 26 3141 FAIRVIEW PARK DR, SUITE 250 · FALLS CHURCH, VA 22042 | Advisory (Participants) | $12,092 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $7,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,766 | $44,873-31.4% | $79,464-61.3% | $56,287-45.3% |
| Participation rate | 24.7% | 68.7%-44.1pp | 73.3%-48.7pp | 69.9%-45.2pp |
| Annual return | -5.35% | 0.81%-6.2pp | 718.14%-723.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $176 | $2,140-91.8% | $2,800-93.7% | $2,111-91.7% |
| Participant deferral / active EE | $1,194 | $2,746-56.5% | $3,704-67.8% | $3,350-64.4% |
| Admin fee / account holder | $262 | $418-37.4% | $5,113-94.9% | $521-49.7% |