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 |
|---|---|---|
FINDLEY2 years Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $20,437 |
AXIA ADVISORY CORPORATION4 years Filed as: AXIA ADVISORY CORP Service code 16 20 EAST 91ST ST · INDIANAPOLIS, IN 46240 | Consulting | $12,738 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,646 | $89,652+203.0% | $141,162+92.4% | $65,185+316.7% |
| Participation rate | 98.6% | 74.7%+23.9pp | 82.5%+16.1pp | 70.2%+28.4pp |
| Annual return | 19.93% | 32.79%-12.9pp | 71.39%-51.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $2,463 | $3,065-19.6% | $4,735-48.0% | $2,177+13.2% |
| Participant deferral / active EE | $12,953 | $5,691+127.6% | $6,709+93.1% | $3,514+268.6% |
| Admin fee / account holder | $205 | $569-64.0% | $10,261-98.0% | $847-75.8% |