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) | $17,821 |
ALERUS FINANCIAL, N.A.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $10,793 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,197 | $51,197-23.4% | $82,719-52.6% | $66,914-41.4% |
| Participation rate | 36.8% | 67.8%-31.0pp | 72.6%-35.8pp | 69.8%-33.0pp |
| Annual return | -14.55% | -9.64%-4.9pp | 701.18%-715.7pp | 1.58%-16.1pp |
| Employer contribution / active EE | $224 | $2,611-91.4% | $3,009-92.6% | $2,544-91.2% |
| Participant deferral / active EE | $1,887 | $3,458-45.4% | $4,395-57.1% | $4,237-55.5% |
| Admin fee / account holder | $295 | $416-29.0% | $5,329-94.5% | $593-50.3% |