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 LLC5 years Filed as: AVANTAX ADVISORY SERVICES Service code 27 · EIN 75-2176682 | Advisory (Plan) | $48,253 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $44,194 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,933 | $66,457-45.9% | $81,438-55.9% | $77,671-53.7% |
| Participation rate | 87.2% | 68.7%+18.5pp | 69.5%+17.7pp | 70.6%+16.7pp |
| Annual return | 14.51% | 15.93%-1.4pp | 24.74%-10.2pp | 31.21%-16.7pp |
| Employer contribution / active EE | $2,544 | $2,159+17.8% | $2,460+3.4% | $2,726-6.7% |
| Participant deferral / active EE | $3,663 | $3,679-0.5% | $3,883-5.7% | $4,648-21.2% |
| Admin fee / account holder | $232 | $583-60.2% | $5,764-96.0% | $430-46.2% |