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 | $54,591 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,100 |
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 | $64,318 | $79,171-18.8% | $102,423-37.2% | $74,495-13.7% |
| Participation rate | 94.4% | 74.8%+19.6pp | 76.5%+17.9pp | 67.2%+27.1pp |
| Annual return | 12.44% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,572 | $2,362-33.4% | $3,023-48.0% | $2,623-40.1% |
| Participant deferral / active EE | $3,728 | $4,415-15.6% | $5,053-26.2% | $4,346-14.2% |
| Admin fee / account holder | $380 | $2,001-81.0% | $9,451-96.0% | $1,942-80.4% |