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 | $49,316 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,213 | $87,870+12.9% | $113,168-12.3% | $74,304+33.5% |
| Participation rate | 84.0% | 70.7%+13.2pp | 76.6%+7.4pp | 60.3%+23.6pp |
| Annual return | 15.65% | 26.44%-10.8pp | 24.27%-8.6pp | 29.43%-13.8pp |
| Employer contribution / active EE | $420 | $2,277-81.6% | $2,975-85.9% | $2,241-81.3% |
| Participant deferral / active EE | $2,089 | $4,241-50.7% | $5,107-59.1% | $3,767-44.5% |
| Admin fee / account holder | $455 | $3,368-86.5% | $12,068-96.2% | $2,969-84.7% |