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 |
|---|---|---|
AXOS FINANCIAL1 year Filed as: AXOS FINANCIAL, INC. Service code 33 · EIN 33-0867444 PO BOX 509127 · SAN DIEGO, CA 921509127 | Securities brokerage | $29,352 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,184 | $86,286+139.0% | $111,297+85.3% | $85,850+140.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -4.39% | 19.99%-24.4pp | 54.65%-59.0pp | 318.53%-322.9pp |
| Employer contribution / active EE | $9,865 | $2,043+382.8% | $2,731+261.2% | $2,565+284.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $228 | $8,188-97.2% | $7,964-97.1% | $6,260-96.4% |