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 6-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 |
|---|---|---|
AXIA ADVISORY CORPORATION2 years Service code 28 · EIN 35-1859469 | Investment Management | $35,500 |
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $28,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,746 | $46,292+124.1% | $143,757-27.8% | $64,808+60.1% |
| Participation rate | 64.2% | 64.2%0pp | 80.3%-16.1pp | 71.5%-7.2pp |
| Annual return | -15.31% | -10.05%-5.3pp | -0.04%-15.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $121 | $154-21.1% | $14,673-99.2% | $188-35.4% |