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 8-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,500 |
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $13,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,661 | $39,898-70.8% | $121,196-90.4% | $55,725-79.1% |
| Participation rate | 38.5% | 61.2%-22.8pp | 71.7%-33.3pp | 70.9%-32.4pp |
| Annual return | -9.40% | -0.96%-8.4pp | 16.93%-26.3pp | 244.93%-254.3pp |
| Employer contribution / active EE | $488 | $1,295-62.4% | $4,022-87.9% | $2,078-76.5% |
| Participant deferral / active EE | $1,411 | $2,439-42.1% | $3,344-57.8% | $3,356-58.0% |
| Admin fee / account holder | $138 | $95+45.2% | $5,019-97.2% | $115+19.9% |