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 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $3,441 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $302 |
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 | $69,331 | $51,466+34.7% | $78,778-12.0% | $62,292+11.3% |
| Participation rate | 76.9% | 59.8%+17.1pp | 69.2%+7.7pp | 69.5%+7.3pp |
| Annual return | 14.57% | 19.96%-5.4pp | 35.62%-21.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,252 | $827+51.4% | $1,986-36.9% | $2,042-38.7% |
| Participant deferral / active EE | $3,078 | $2,147+43.3% | $2,958+4.1% | $3,169-2.9% |
| Admin fee / account holder | $42 | $489-91.5% | $5,134-99.2% | $479-91.3% |