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 CORPORATION8 years Filed as: AXIA ADVISORY CORP Service code 16 20 EAST 91ST ST · INDIANAPOLIS, IN 46240 | Consulting | $18,081 |
USI CONSULTING GROUP3 years Service code 15 · EIN 06-1053228 | Recordkeeping | $11,531 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST CO Service code 21 · EIN 75-3182674 | Bank Trustee | $6,562 |
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 | $325,356 | $91,407+255.9% | $135,903+139.4% | $71,457+355.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 19.48% | 29.90%-10.4pp | 68.23%-48.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $2,733 | $3,703-26.2% | $4,856-43.7% | $2,588+5.6% |
| Participant deferral / active EE | $15,462 | $7,092+118.0% | $7,758+99.3% | $4,289+260.5% |
| Admin fee / account holder | $192 | $1,266-84.8% | $10,762-98.2% | $1,587-87.9% |