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 6-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 RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $27,477 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,263 | $29,548-72.0% | $56,411-85.4% | $77,643-89.4% |
| Participation rate | 79.1% | 32.7%+46.5pp | 52.5%+26.7pp | 70.6%+8.6pp |
| Annual return | 11.22% | 19.01%-7.8pp | 1701.33%-1690.1pp | 31.24%-20.0pp |
| Employer contribution / active EE | $989 | $568+74.3% | $1,039-4.7% | $2,726-63.7% |
| Participant deferral / active EE | $1,488 | $1,061+40.3% | $1,952-23.8% | $4,647-68.0% |
| Admin fee / account holder | $97 | $1,046-90.7% | $2,829-96.6% | $430-77.4% |