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) | $17,366 |
ALERUS FINANCIAL, N.A.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,100 |
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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,548 | $63,745-31.7% | $98,442-55.8% | $79,386-45.1% |
| Participation rate | 40.3% | 69.9%-29.5pp | 73.3%-33.0pp | 70.7%-30.4pp |
| Annual return | 7.15% | 625.80%-618.7pp | 1492.73%-1485.6pp | 116.85%-109.7pp |
| Employer contribution / active EE | $238 | $2,557-90.7% | $2,960-92.0% | $2,427-90.2% |
| Participant deferral / active EE | $2,398 | $3,303-27.4% | $4,276-43.9% | $4,046-40.7% |
| Admin fee / account holder | $300 | $516-41.9% | $5,949-95.0% | $626-52.2% |