See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $18,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,823 | $26,549-40.4% | $61,373-74.2% | $66,914-76.4% |
| Participation rate | 21.8% | 38.1%-16.3pp | 52.6%-30.8pp | 69.8%-48.0pp |
| Annual return | -18.13% | -16.21%-1.9pp | 338.61%-356.7pp | 1.58%-19.7pp |
| Employer contribution / active EE | $416 | $651-36.1% | $1,159-64.1% | $2,544-83.6% |
| Participant deferral / active EE | $858 | $1,338-35.9% | $2,125-59.6% | $4,237-79.8% |
| Admin fee / account holder | $251 | $409-38.6% | $2,130-88.2% | $593-57.7% |