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 | $37,147 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,056 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,192 | $64,119+20.4% | $112,228-31.2% | $66,914+15.4% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.1%+16.9pp | 69.8%+22.2pp |
| Annual return | -17.72% | -13.81%-3.9pp | 27.45%-45.2pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,882 | $3,005-4.1% | $3,635-20.7% | $2,544+13.3% |
| Participant deferral / active EE | $7,743 | $3,693+109.7% | $4,728+63.8% | $4,237+82.8% |
| Admin fee / account holder | $280 | $625-55.2% | $6,410-95.6% | $593-52.8% |