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 3-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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $32,383 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,652 |
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 | $42,304 | $62,327-32.1% | $120,354-64.9% | $74,495-43.2% |
| Participation rate | 82.2% | 56.8%+25.4pp | 71.9%+10.3pp | 67.2%+15.0pp |
| Annual return | 13.27% | 18.61%-5.3pp | 107.15%-93.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,052 | $1,843+11.3% | $3,463-40.7% | $2,623-21.8% |
| Participant deferral / active EE | $3,853 | $2,893+33.2% | $4,991-22.8% | $4,346-11.3% |
| Admin fee / account holder | $326 | $2,396-86.4% | $9,423-96.5% | $1,942-83.2% |