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 | $34,588 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,001 |
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 | $53,630 | $73,638-27.2% | $95,952-44.1% | $73,488-27.0% |
| Participation rate | 79.0% | 76.2%+2.8pp | 77.1%+1.9pp | 70.7%+8.3pp |
| Annual return | 16.72% | 16.78%-0.1pp | 91.61%-74.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,142 | $1,863-38.7% | $2,541-55.1% | $2,270-49.7% |
| Participant deferral / active EE | $2,578 | $3,617-28.7% | $4,167-38.1% | $3,740-31.1% |
| Admin fee / account holder | $324 | $482-32.8% | $6,795-95.2% | $513-36.8% |