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 | $99,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,252 | $82,202+161.9% | $125,339+71.7% | $64,808+232.1% |
| Participation rate | 91.2% | 77.9%+13.4pp | 82.4%+8.9pp | 71.5%+19.8pp |
| Annual return | -16.87% | 3.48%-20.4pp | 572.05%-588.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $7,412 | $3,615+105.0% | $4,814+54.0% | $2,506+195.8% |
| Participant deferral / active EE | $8,241 | $7,175+14.9% | $7,446+10.7% | $4,310+91.2% |
| Admin fee / account holder | $300 | $163+83.6% | $10,010-97.0% | $188+59.6% |