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 10-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 |
|---|---|---|
Filed as: AVANTAX PLANNING PARTNERS Service code 12 3200 OLYMPUS BLVD, SUITE 100 · DALLAS, TX 75019 | Recordkeeping and information managem... | $67,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,661 | $45,031-27.5% | $84,966-61.6% | $77,643-57.9% |
| Participation rate | 39.7% | 48.7%-9.0pp | 67.5%-27.8pp | 70.6%-30.8pp |
| Annual return | 26.49% | 79.22%-52.7pp | 66.38%-39.9pp | 31.24%-4.8pp |
| Employer contribution / active EE | $971 | $1,609-39.7% | $2,727-64.4% | $2,726-64.4% |
| Participant deferral / active EE | $1,864 | $2,807-33.6% | $4,519-58.7% | $4,647-59.9% |
| Admin fee / account holder | $258 | $912-71.7% | $6,149-95.8% | $430-40.1% |