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 |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $43,344 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,931 | $98,750+126.8% | $149,696+49.6% | $79,858+180.4% |
| Participation rate | 81.7% | 75.8%+5.9pp | 82.5%-0.8pp | 69.6%+12.1pp |
| Annual return | 15.70% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $12,971 | $3,216+303.3% | $4,644+179.3% | $2,471+425.0% |
| Participant deferral / active EE | $9,430 | $5,680+66.0% | $6,842+37.8% | $3,740+152.1% |
| Admin fee / account holder | $410 | $6,053-93.2% | $9,309-95.6% | $5,306-92.3% |