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 9-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 |
|---|---|---|
AXIOS ADVISORY GROUP, LTD5 years Filed as: AXIOS ADVISORY GROUP Service code 28 115 VIP DRIVE · WEXFORD, PA 15090 | Investment Management | $1,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,876 | $86,286-72.3% | $111,297-78.5% | $85,850-72.2% |
| Participation rate | 51.4% | 73.3%-21.9pp | 77.3%-25.9pp | 69.3%-17.9pp |
| Annual return | 11.05% | 19.99%-8.9pp | 54.65%-43.6pp | 318.53%-307.5pp |
| Employer contribution / active EE | $663 | $2,043-67.6% | $2,731-75.7% | $2,565-74.2% |
| Participant deferral / active EE | $1,749 | $3,641-51.9% | $4,487-61.0% | $3,952-55.7% |
| Admin fee / account holder | $72 | $8,188-99.1% | $7,964-99.1% | $6,260-98.9% |