Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX PLANNING PARTNERS Service code 15 · EIN 42-1447865 2355 JFK ROAD · DUBUQUE, IA 52001 | Recordkeeping | $79,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,014 | $65,960-59.0% | $81,882-67.0% | $77,762-65.3% |
| Participation rate | 35.3% | 65.8%-30.5pp | 72.4%-37.1pp | 70.6%-35.3pp |
| Annual return | 15.39% | 26.64%-11.3pp | 779.47%-764.1pp | 31.27%-15.9pp |
| Employer contribution / active EE | $740 | $2,375-68.8% | $2,916-74.6% | $2,728-72.9% |
| Participant deferral / active EE | $1,478 | $3,505-57.8% | $4,323-65.8% | $4,651-68.2% |
| Admin fee / account holder | $24 | $526-95.4% | $7,360-99.7% | $433-94.3% |