See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $151,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,037 | $106,028+65.1% | $146,958+19.1% | $77,643+125.4% |
| Participation rate | 83.7% | 78.4%+5.4pp | 82.2%+1.6pp | 70.6%+13.1pp |
| Annual return | 14.18% | 56.73%-42.6pp | 418.34%-404.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $3,110 | $4,063-23.5% | $4,933-37.0% | $2,726+14.1% |
| Participant deferral / active EE | $9,090 | $7,990+13.8% | $8,070+12.6% | $4,647+95.6% |
| Admin fee / account holder | $231 | $337-31.6% | $12,998-98.2% | $430-46.4% |