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 9-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 |
|---|---|---|
AXIOS ADVISORY GROUP, LTD3 years Filed as: AXIOS ADVISORY GROUP Service code 28 115 VIP DRIVE · WEXFORD, PA 15090 | Investment Management | $1,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,176 | $72,492-73.5% | $87,100-78.0% | $72,985-73.7% |
| Participation rate | 57.3% | 72.8%-15.5pp | 76.9%-19.6pp | 69.5%-12.2pp |
| Annual return | 20.19% | 24.46%-4.3pp | 28.19%-8.0pp | 81.00%-60.8pp |
| Employer contribution / active EE | $526 | $1,894-72.2% | $2,521-79.2% | $2,440-78.5% |
| Participant deferral / active EE | $1,261 | $3,270-61.4% | $4,049-68.9% | $3,607-65.0% |
| Admin fee / account holder | $88 | $5,055-98.3% | $7,497-98.8% | $5,124-98.3% |