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 | $45,408 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,027 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,329 | $84,936-37.2% | $111,297-52.1% | $79,386-32.8% |
| Participation rate | 89.9% | 75.9%+14.1pp | 77.3%+12.6pp | 70.7%+19.2pp |
| Annual return | 17.19% | 17.45%-0.3pp | 54.65%-37.5pp | 116.85%-99.7pp |
| Employer contribution / active EE | $1,292 | $1,979-34.7% | $2,731-52.7% | $2,427-46.8% |
| Participant deferral / active EE | $3,034 | $3,888-22.0% | $4,487-32.4% | $4,046-25.0% |
| Admin fee / account holder | $334 | $537-37.9% | $7,964-95.8% | $626-46.7% |