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 | $43,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,489 | $55,472-39.6% | $155,567-78.5% | $74,546-55.1% |
| Participation rate | 66.7% | 61.9%+4.8pp | 78.2%-11.5pp | 67.2%-0.5pp |
| Annual return | 15.91% | 268.72%-252.8pp | 64.74%-48.8pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $1,082 | $2,269-52.3% | $4,674-76.9% | $2,624-58.8% |
| Participant deferral / active EE | $1,720 | $2,838-39.4% | $5,628-69.4% | $4,347-60.4% |
| Admin fee / account holder | $298 | $1,743-82.9% | $15,916-98.1% | $1,944-84.6% |