Filed March 20, 2025
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 9-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 ADVISORY SERVICES Service code 27 · EIN 75-2176682 | Advisory (Plan) | $31,227 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,246 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,630 | $80,724-1.4% | $103,333-22.9% | $74,495+6.9% |
| Participation rate | 97.4% | 65.7%+31.7pp | 74.5%+22.9pp | 67.2%+30.2pp |
| Annual return | 14.84% | 27.56%-12.7pp | 24.88%-10.0pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $5,573 | $3,157+76.5% | $3,868+44.1% | $2,623+112.4% |
| Participant deferral / active EE | $5,953 | $3,860+54.2% | $5,057+17.7% | $4,346+37.0% |
| Admin fee / account holder | $242 | $2,368-89.8% | $8,355-97.1% | $1,942-87.5% |