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 | $48,739 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,970 | $54,573+70.4% | $90,951+2.2% | $73,488+26.5% |
| Participation rate | 83.8% | 61.2%+22.6pp | 69.0%+14.8pp | 70.7%+13.1pp |
| Annual return | 15.94% | 16.69%-0.7pp | 134.60%-118.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,685 | $991+70.0% | $2,122-20.6% | $2,270-25.8% |
| Participant deferral / active EE | $3,512 | $2,517+39.5% | $3,373+4.1% | $3,740-6.1% |
| Admin fee / account holder | $443 | $521-15.0% | $5,959-92.6% | $513-13.6% |