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, LTD4 years Filed as: AXIOS ADVISORY GROUP Service code 28 115 VIP DRIVE · WEXFORD, PA 15090 | Investment Management | $1,291 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,005 | $78,422-74.5% | $95,952-79.2% | $79,858-74.9% |
| Participation rate | 54.9% | 73.5%-18.6pp | 77.1%-22.2pp | 69.6%-14.8pp |
| Annual return | 12.22% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $505 | $1,945-74.0% | $2,541-80.1% | $2,471-79.6% |
| Participant deferral / active EE | $1,246 | $3,440-63.8% | $4,167-70.1% | $3,740-66.7% |
| Admin fee / account holder | $101 | $5,622-98.2% | $6,795-98.5% | $5,306-98.1% |