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 27 · EIN 13-4078005 | Advisory (Plan) | $26,379 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,430 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,857 | $58,726+24.1% | $92,233-21.0% | $62,292+17.0% |
| Participation rate | 77.5% | 68.3%+9.1pp | 76.5%+1.0pp | 69.5%+8.0pp |
| Annual return | 16.94% | 43.62%-26.7pp | 176.28%-159.3pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,218 | $2,392-49.1% | $3,679-66.9% | $2,042-40.3% |
| Participant deferral / active EE | $5,253 | $2,766+89.9% | $3,897+34.8% | $3,169+65.7% |
| Admin fee / account holder | $171 | $556-69.2% | $5,194-96.7% | $479-64.2% |