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 24 3141 FAIRVIEW PARK DR, SUITE 250 · FALLS CHURCH, VA 22042 | Discretionary Trustee | $23,279 |
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $20,323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,161 | $60,323-48.3% | $81,812-61.9% | $74,495-58.2% |
| Participation rate | 68.6% | 62.9%+5.7pp | 72.3%-3.7pp | 67.2%+1.4pp |
| Annual return | 16.36% | 16.90%-0.5pp | 773.79%-757.4pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $754 | $2,620-71.2% | $2,912-74.1% | $2,623-71.2% |
| Participant deferral / active EE | $2,885 | $3,387-14.8% | $4,319-33.2% | $4,346-33.6% |
| Admin fee / account holder | $240 | $1,486-83.9% | $7,386-96.8% | $1,942-87.7% |