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 | $39,811 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,478 |
ADP BROKER-DEALER7 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 | $62,718 | $82,202-23.7% | $125,339-50.0% | $64,808-3.2% |
| Participation rate | 71.0% | 77.9%-6.8pp | 82.4%-11.3pp | 71.5%-0.4pp |
| Annual return | -14.76% | 3.48%-18.2pp | 572.05%-586.8pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,667 | $3,615-26.2% | $4,814-44.6% | $2,506+6.4% |
| Participant deferral / active EE | $5,300 | $7,175-26.1% | $7,446-28.8% | $4,310+23.0% |
| Admin fee / account holder | $256 | $163+56.8% | $10,010-97.4% | $188+36.3% |