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) | $12,756 |
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $9,461 |
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).
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 | $32,967 | $51,620-36.1% | $90,281-63.5% | $65,185-49.4% |
| Participation rate | 32.4% | 68.6%-36.2pp | 73.3%-40.9pp | 70.2%-37.8pp |
| Annual return | 20.96% | 24.94%-4.0pp | 78.10%-57.1pp | 29.38%-8.4pp |
| Employer contribution / active EE | $172 | $2,235-92.3% | $2,854-94.0% | $2,177-92.1% |
| Participant deferral / active EE | $1,289 | $2,871-55.1% | $3,885-66.8% | $3,514-63.3% |
| Admin fee / account holder | $271 | $384-29.5% | $5,351-94.9% | $847-68.0% |