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 LLC4 years Filed as: AVANTAX ADVISORY SERVICES Service code 27 · EIN 75-2176682 | Advisory (Plan) | $98,697 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $43,723 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,861 | $69,823+37.3% | $77,163+24.2% | $74,419+28.8% |
| Participation rate | 92.4% | 70.0%+22.4pp | 69.6%+22.8pp | 70.7%+21.6pp |
| Annual return | 18.79% | 19.98%-1.2pp | 37.87%-19.1pp | 34.38%-15.6pp |
| Employer contribution / active EE | $2,886 | $2,150+34.2% | $2,535+13.8% | $2,637+9.4% |
| Participant deferral / active EE | $4,669 | $3,558+31.2% | $3,833+21.8% | $4,528+3.1% |
| Admin fee / account holder | $271 | $398-31.8% | $5,472-95.0% | $348-22.0% |