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 |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC3 years Filed as: H D VEST Service code 27 6333 N. STATE HWY 161 · IRVING, TX 75038 | Advisory (Plan) | $59,703 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,341 |
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 | $64,326 | $55,790+15.3% | $76,817-16.3% | $67,579-4.8% |
| Participation rate | 93.4% | 71.1%+22.3pp | 72.1%+21.3pp | 71.3%+22.1pp |
| Annual return | 24.18% | 64.45%-40.3pp | 1166.11%-1141.9pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2,231 | $1,810+23.2% | $2,302-3.1% | $2,148+3.9% |
| Participant deferral / active EE | $3,527 | $2,875+22.7% | $3,336+5.7% | $3,539-0.3% |
| Admin fee / account holder | $185 | $159+16.4% | $6,420-97.1% | $142+30.2% |