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, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $14,823 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,235 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $55,614 | $89,652-38.0% | $141,162-60.6% | $65,185-14.7% |
| Participation rate | 70.9% | 74.7%-3.9pp | 82.5%-11.6pp | 70.2%+0.7pp |
| Annual return | 22.21% | 32.79%-10.6pp | 71.39%-49.2pp | 29.38%-7.2pp |
| Employer contribution / active EE | $2,531 | $3,065-17.4% | $4,735-46.6% | $2,177+16.3% |
| Participant deferral / active EE | $4,187 | $5,691-26.4% | $6,709-37.6% | $3,514+19.2% |
| Admin fee / account holder | $111 | $569-80.5% | $10,261-98.9% | $847-86.9% |