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 |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $16,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,676 | $91,407+51.7% | $135,903+2.0% | $71,457+94.1% |
| Participation rate | 98.6% | 75.7%+23.0pp | 81.9%+16.7pp | 67.9%+30.7pp |
| Annual return | 21.42% | 29.90%-8.5pp | 68.23%-46.8pp | 28.85%-7.4pp |
| Employer contribution / active EE | $7,388 | $3,703+99.5% | $4,856+52.1% | $2,588+185.5% |
| Participant deferral / active EE | $10,528 | $7,092+48.4% | $7,758+35.7% | $4,289+145.5% |
| Admin fee / account holder | $89 | $1,266-92.9% | $10,762-99.2% | $1,587-94.4% |