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 10-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 | $88,147 |
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 | $39,846 | $96,484-58.7% | $156,263-74.5% | $74,304-46.4% |
| Participation rate | 88.3% | 67.7%+20.7pp | 78.9%+9.4pp | 60.3%+28.0pp |
| Annual return | 14.01% | 17.73%-3.7pp | 59.47%-45.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,668 | $2,528-34.0% | $4,333-61.5% | $2,241-25.6% |
| Participant deferral / active EE | $3,054 | $4,286-28.7% | $6,158-50.4% | $3,767-18.9% |
| Admin fee / account holder | $387 | $3,728-89.6% | $14,255-97.3% | $2,969-87.0% |