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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA NETWORK LLC Service code 55 2550 INTERSTATE DR, STE 250 · HARRISBURG, PA 17110 | Other Commissions | $20,099 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,916 |
RETIREMENT STRATEGIES, INC.3+ years Filed as: RETIREMENT STRATEGIES, LLC Service code 13 107 W MAIN STREET · LITTLE CHUTE, WI 54140 | Contract Administrator | $5,693 |
Filed as: EMPOER RETIREMENT ADVISORTY SERVICE Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $754 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,644 | $50,637-33.6% | $86,590-61.1% | $62,292-46.0% |
| Participation rate | 87.1% | 67.9%+19.2pp | 73.5%+13.6pp | 69.5%+17.6pp |
| Annual return | 16.87% | 20.80%-3.9pp | 964.84%-948.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $698 | $2,075-66.3% | $2,839-75.4% | $2,042-65.8% |
| Participant deferral / active EE | $4,230 | $2,611+62.0% | $3,609+17.2% | $3,169+33.5% |
| Admin fee / account holder | $97 | $413-76.5% | $4,906-98.0% | $479-79.7% |