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 7-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 |
|---|---|---|
Filed as: AVANTAX PLANNING PARTNERS Service code 15 · EIN 42-1447865 2355 JFK ROAD · DUBUQUE, IA 52001 | Recordkeeping | $72,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,299 | $52,208-55.4% | $86,612-73.1% | $74,419-68.7% |
| Participation rate | 29.4% | 66.3%-36.9pp | 71.7%-42.3pp | 70.7%-41.3pp |
| Annual return | 21.37% | 44.46%-23.1pp | 591.07%-569.7pp | 34.38%-13.0pp |
| Employer contribution / active EE | $643 | $2,282-71.8% | $3,022-78.7% | $2,637-75.6% |
| Participant deferral / active EE | $1,214 | $3,383-64.1% | $4,438-72.6% | $4,528-73.2% |
| Admin fee / account holder | $20 | $319-93.7% | $5,614-99.6% | $348-94.2% |