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 |
|---|---|---|
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,014 | $65,908-59.0% | $81,812-67.0% | $77,643-65.2% |
| Participation rate | 35.3% | 65.8%-30.5pp | 72.3%-37.1pp | 70.6%-35.3pp |
| Annual return | 15.39% | 26.64%-11.3pp | 773.79%-758.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $740 | $2,370-68.8% | $2,912-74.6% | $2,726-72.8% |
| Participant deferral / active EE | $1,478 | $3,505-57.8% | $4,319-65.8% | $4,647-68.2% |
| Admin fee / account holder | $24 | $526-95.4% | $7,386-99.7% | $430-94.3% |