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 26 · EIN 13-4078005 4801 GAILLARDIA PKWY · OKLAHOMA CITY, OK 73142 | Advisory (Participants) | $30,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,166 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,511 | $72,554+106.1% | $138,135+8.2% | $73,488+103.4% |
| Participation rate | 93.2% | 74.8%+18.4pp | 78.7%+14.5pp | 70.7%+22.6pp |
| Annual return | 16.78% | 17.50%-0.7pp | 20.51%-3.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $5,372 | $3,511+53.0% | $5,587-3.8% | $2,270+136.6% |
| Participant deferral / active EE | $7,753 | $4,908+58.0% | $6,431+20.6% | $3,740+107.3% |
| Admin fee / account holder | $655 | $464+41.1% | $11,856-94.5% | $513+27.7% |