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 | $38,152 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,420 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,479 | $104,475-26.8% | $159,436-52.0% | $79,386-3.7% |
| Participation rate | 70.8% | 76.6%-5.8pp | 82.8%-12.0pp | 70.7%+0.1pp |
| Annual return | 16.85% | 67.95%-51.1pp | 263.57%-246.7pp | 116.85%-100.0pp |
| Employer contribution / active EE | $2,832 | $3,417-17.1% | $4,829-41.4% | $2,427+16.6% |
| Participant deferral / active EE | $5,349 | $6,467-17.3% | $7,352-27.2% | $4,046+32.2% |
| Admin fee / account holder | $279 | $711-60.7% | $10,799-97.4% | $626-55.4% |