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 | $44,254 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,966 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,642 | $65,435-27.2% | $86,677-45.0% | $66,914-28.8% |
| Participation rate | 90.2% | 75.5%+14.7pp | 76.6%+13.6pp | 69.8%+20.4pp |
| Annual return | -16.82% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,392 | $2,153-35.4% | $2,836-50.9% | $2,544-45.3% |
| Participant deferral / active EE | $3,331 | $4,100-18.8% | $4,656-28.5% | $4,237-21.4% |
| Admin fee / account holder | $340 | $642-46.9% | $7,493-95.5% | $593-42.6% |