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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,990 |
AVANTAX INSURANCE AGENCY LLC3 years Filed as: ADVANTAX ADVISORY SERVICES Service code 27 · EIN 75-2176682 | Advisory (Plan) | $32,873 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,631 | $64,705+54.0% | $62,929+58.3% | $67,986+46.5% |
| Participation rate | 69.7% | 65.6%+4.1pp | 73.1%-3.4pp | 57.2%+12.5pp |
| Annual return | 9.19% | 20.31%-11.1pp | 1063.93%-1054.7pp | 31.67%-22.5pp |
| Employer contribution / active EE | $910 | $2,376-61.7% | $2,505-63.7% | $2,019-54.9% |
| Participant deferral / active EE | $2,616 | $3,198-18.2% | $3,888-32.7% | $3,358-22.1% |
| Admin fee / account holder | $517 | $1,428-63.8% | $5,065-89.8% | $3,203-83.9% |