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 | $38,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,360 | $79,428+16.3% | $106,548-13.3% | $79,386+16.3% |
| Participation rate | 66.1% | 74.1%-8.1pp | 76.1%-10.1pp | 70.7%-4.7pp |
| Annual return | 16.28% | 18.27%-2.0pp | 26.80%-10.5pp | 116.85%-100.6pp |
| Employer contribution / active EE | $421 | $2,234-81.2% | $2,819-85.1% | $2,427-82.7% |
| Participant deferral / active EE | $3,475 | $3,823-9.1% | $4,398-21.0% | $4,046-14.1% |
| Admin fee / account holder | $439 | $523-16.1% | $7,407-94.1% | $626-30.0% |