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, LTD6 years Filed as: AXIOS ADVISORY GROUP Service code 28 115 VIP DRIVE · WEXFORD, PA 15090 | Investment Management | $766 |
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 | $18,254 | $71,883-74.6% | $86,677-78.9% | $68,494-73.3% |
| Participation rate | 54.1% | 72.2%-18.2pp | 76.6%-22.5pp | 67.9%-13.8pp |
| Annual return | -15.93% | 3.52%-19.5pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $597 | $2,173-72.5% | $2,836-79.0% | $2,596-77.0% |
| Participant deferral / active EE | $1,511 | $3,779-60.0% | $4,656-67.5% | $4,027-62.5% |
| Admin fee / account holder | $112 | $6,112-98.2% | $7,493-98.5% | $5,403-97.9% |