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 ADVISORY SERVICES Service code 27 · EIN 75-2176682 | Advisory (Plan) | $38,712 |
AVANTAX INSURANCE AGENCY LLC4 years Filed as: H D VEST Service code 27 6333 N. STATE HWY 161 · IRVING, TX 75038 | Advisory (Plan) | $33,652 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,307 |
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 | $72,138 | $61,473+17.3% | $81,930-12.0% | $73,409-1.7% |
| Participation rate | 93.2% | 72.4%+20.8pp | 72.0%+21.2pp | 72.2%+21.0pp |
| Annual return | 18.07% | 28.26%-10.2pp | 29.49%-11.4pp | 59.29%-41.2pp |
| Employer contribution / active EE | $2,268 | $1,898+19.5% | $4,310-47.4% | $2,234+1.5% |
| Participant deferral / active EE | $3,588 | $3,080+16.5% | $7,107-49.5% | $3,805-5.7% |
| Admin fee / account holder | $147 | $125+16.9% | $5,158-97.2% | $158-7.1% |