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 | $77,619 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,356 | $104,317+146.7% | $159,436+61.4% | $86,799+196.5% |
| Participation rate | 86.8% | 77.7%+9.1pp | 82.8%+4.0pp | 72.3%+14.6pp |
| Annual return | 20.95% | 26.32%-5.4pp | 263.57%-242.6pp | 97.91%-77.0pp |
| Employer contribution / active EE | $6,517 | $3,451+88.8% | $4,829+34.9% | $2,405+170.9% |
| Participant deferral / active EE | $7,415 | $6,837+8.4% | $7,352+0.8% | $4,131+79.5% |
| Admin fee / account holder | $244 | $172+41.7% | $10,799-97.7% | $170+44.0% |