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 | $45,020 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,670 |
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 | $58,576 | $76,050-23.0% | $96,544-39.3% | $71,457-18.0% |
| Participation rate | 90.3% | 74.4%+15.9pp | 76.0%+14.4pp | 67.9%+22.4pp |
| Annual return | 15.32% | 22.81%-7.5pp | 25.84%-10.5pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,387 | $2,244-38.2% | $2,965-53.2% | $2,588-46.4% |
| Participant deferral / active EE | $3,413 | $4,215-19.0% | $4,851-29.6% | $4,289-20.4% |
| Admin fee / account holder | $369 | $2,707-86.4% | $8,252-95.5% | $1,587-76.7% |