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 CORPORATION9 years Filed as: AXIA ADVISORY CORP Service code 16 20 EAST 91ST ST · INDIANAPOLIS, IN 46240 | Consulting | $24,244 |
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $11,763 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST CO Service code 21 · EIN 75-3182674 | Bank Trustee | $7,825 |
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 | $367,140 | $101,317+262.4% | $146,958+149.8% | $74,495+392.8% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 13.74% | 8730.91%-8717.2pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,898 | $3,810-23.9% | $4,933-41.2% | $2,623+10.5% |
| Participant deferral / active EE | $16,158 | $7,303+121.2% | $8,070+100.2% | $4,346+271.8% |
| Admin fee / account holder | $226 | $1,739-87.0% | $12,998-98.3% | $1,942-88.4% |