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 |
|---|---|---|
AXIA ADVISORY CORPORATION2 years Filed as: AXIA ADVISORY CORP Service code 16 20 EAST 91ST ST · INDIANAPOLIS, ID 46240 | Consulting | $21,474 |
FINDLEY2 years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $18,691 |
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 | $245,672 | $80,753+204.2% | $136,294+80.3% | $62,292+294.4% |
| Participation rate | 98.6% | 73.5%+25.1pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 18.92% | 35.83%-16.9pp | 5155.94%-5137.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $2,138 | $2,884-25.9% | $4,695-54.5% | $2,042+4.7% |
| Participant deferral / active EE | $11,312 | $5,164+119.0% | $6,247+81.1% | $3,169+256.9% |
| Admin fee / account holder | $251 | $525-52.2% | $9,243-97.3% | $479-47.6% |