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 | $27,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,847 | $101,317+55.8% | $146,958+7.4% | $74,495+111.9% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 15.42% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $6,924 | $3,810+81.7% | $4,933+40.4% | $2,623+164.0% |
| Participant deferral / active EE | $9,480 | $7,303+29.8% | $8,070+17.5% | $4,346+118.1% |
| Admin fee / account holder | $131 | $1,739-92.5% | $12,998-99.0% | $1,942-93.2% |