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 5-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 | $24,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,942 | $88,083-71.7% | $164,813-84.9% | $74,495-66.5% |
| Participation rate | 66.2% | 73.0%-6.8pp | 78.6%-12.4pp | 67.2%-1.0pp |
| Annual return | 13.54% | 17.26%-3.7pp | 69.93%-56.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,512 | $2,593-41.7% | $4,341-65.2% | $2,623-42.3% |
| Participant deferral / active EE | $2,428 | $4,498-46.0% | $6,031-59.8% | $4,346-44.1% |
| Admin fee / account holder | $219 | $2,234-90.2% | $12,690-98.3% | $1,942-88.7% |