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 LLC5 years Filed as: AVANTAX ADVISORY SERVICES Service code 27 · EIN 75-2176682 | Advisory (Plan) | $119,869 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $58,158 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,550 | $66,457+57.3% | $81,382+28.5% | $77,643+34.7% |
| Participation rate | 91.8% | 68.7%+23.1pp | 69.5%+22.3pp | 70.6%+21.3pp |
| Annual return | 14.37% | 15.93%-1.6pp | 24.73%-10.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,419 | $2,159+58.3% | $2,463+38.8% | $2,726+25.4% |
| Participant deferral / active EE | $4,927 | $3,679+33.9% | $3,883+26.9% | $4,647+6.0% |
| Admin fee / account holder | $316 | $583-45.7% | $5,768-94.5% | $430-26.5% |