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 |
|---|---|---|
AXIA ADVISORY CORPORATION6 years Filed as: AXIA ADVISORY CORP Service code 16 20 EAST 91ST ST · INDIANAPOLIS, IN 46240 | Consulting | $17,464 |
USI CONSULTING GROUP1 year Service code 15 · EIN 06-1053228 | Recordkeeping | $15,129 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,497 | $104,475+234.5% | $159,436+119.2% | $79,386+340.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.36% | 67.95%-54.6pp | 263.57%-250.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,542 | $3,417-25.6% | $4,829-47.4% | $2,427+4.7% |
| Participant deferral / active EE | $14,756 | $6,467+128.2% | $7,352+100.7% | $4,046+264.7% |
| Admin fee / account holder | $194 | $711-72.7% | $10,799-98.2% | $626-69.0% |