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 |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC3 years Filed as: HD VEST Service code 15 · EIN 75-2176682 | Recordkeeping | $22,281 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: HD VEST INVESTMENT SECURITIES, INC. Service code 15 · EIN 75-1869963 | Recordkeeping | $15,762 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,138 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,150 | $76,050-2.5% | $96,544-23.2% | $71,457+3.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 76.0%-1.0pp | 67.9%+7.1pp |
| Annual return | 15.94% | 22.81%-6.9pp | 25.84%-9.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $3,070 | $2,244+36.8% | $2,965+3.6% | $2,588+18.7% |
| Participant deferral / active EE | $6,263 | $4,215+48.6% | $4,851+29.1% | $4,289+46.0% |
| Admin fee / account holder | $200 | $2,707-92.6% | $8,252-97.6% | $1,587-87.4% |