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 |
|---|---|---|
FINDLEY3 years Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $15,710 |
AXIA ADVISORY CORPORATION5 years Filed as: AXIA ADVISORY CORP Service code 16 20 EAST 91ST ST · INDIANAPOLIS, IN 46240 | Consulting | $12,528 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,360 | $99,957+226.5% | $149,696+118.0% | $73,488+344.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 18.21% | 53.87%-35.7pp | 276.60%-258.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $2,536 | $3,191-20.5% | $4,644-45.4% | $2,270+11.7% |
| Participant deferral / active EE | $13,449 | $6,073+121.5% | $6,842+96.6% | $3,740+259.6% |
| Admin fee / account holder | $173 | $551-68.5% | $9,309-98.1% | $513-66.2% |