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 | $67,984+46.6% | $65,493+52.1% | $74,304+34.1% |
| Participation rate | 69.7% | 66.3%+3.4pp | 73.1%-3.4pp | 60.3%+9.4pp |
| Annual return | 9.19% | 19.87%-10.7pp | 982.45%-973.3pp | 29.43%-20.2pp |
| Employer contribution / active EE | $910 | $2,491-63.5% | $2,574-64.7% | $2,241-59.4% |
| Participant deferral / active EE | $2,616 | $3,346-21.8% | $3,961-34.0% | $3,767-30.6% |
| Admin fee / account holder | $517 | $1,373-62.4% | $5,028-89.7% | $2,969-82.6% |