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 | $30,621 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $25,529 |
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 | $45,525 | $65,376-30.4% | $87,100-47.7% | $65,185-30.2% |
| Participation rate | 92.8% | 75.3%+17.5pp | 76.9%+15.9pp | 70.2%+22.6pp |
| Annual return | 21.07% | 31.27%-10.2pp | 28.19%-7.1pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,244 | $1,822-31.8% | $2,521-50.7% | $2,177-42.9% |
| Participant deferral / active EE | $3,023 | $3,388-10.8% | $4,049-25.3% | $3,514-14.0% |
| Admin fee / account holder | $305 | $520-41.3% | $7,497-95.9% | $847-64.0% |