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: AVANTAX ADVISORY SERVICES Service code 27 · EIN 75-2176682 | Advisory (Plan) | $95,483 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,728 | $56,503+23.4% | $70,092-0.5% | $64,808+7.6% |
| Participation rate | 92.7% | 70.5%+22.3pp | 70.5%+22.3pp | 71.5%+21.3pp |
| Annual return | -15.97% | -13.44%-2.5pp | 190.73%-206.7pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,823 | $2,046+38.0% | $2,559+10.3% | $2,506+12.7% |
| Participant deferral / active EE | $4,581 | $3,389+35.2% | $3,849+19.0% | $4,310+6.3% |
| Admin fee / account holder | $185 | $160+15.6% | $6,267-97.0% | $188-1.3% |