See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $12,229 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,607 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $87,366 | $63,114+38.4% | $92,893-6.0% | $65,185+34.0% |
| Participation rate | 88.6% | 68.8%+19.9pp | 76.0%+12.6pp | 70.2%+18.4pp |
| Annual return | 23.49% | 28.75%-5.3pp | 109.41%-85.9pp | 29.38%-5.9pp |
| Employer contribution / active EE | $2,570 | $2,5710% | $3,653-29.6% | $2,177+18.1% |
| Participant deferral / active EE | $7,458 | $3,108+139.9% | $4,236+76.1% | $3,514+112.3% |
| Admin fee / account holder | $93 | $624-85.1% | $5,794-98.4% | $847-89.1% |