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 | $100,826 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,529 | $95,274+119.9% | $135,903+54.2% | $74,419+181.6% |
| Participation rate | 99.3% | 78.2%+21.2pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 12.12% | 32.77%-20.7pp | 68.23%-56.1pp | 34.38%-22.3pp |
| Employer contribution / active EE | $7,744 | $3,874+99.9% | $4,856+59.5% | $2,637+193.6% |
| Participant deferral / active EE | $8,091 | $7,782+4.0% | $7,758+4.3% | $4,528+78.7% |
| Admin fee / account holder | $267 | $266+0.2% | $10,762-97.5% | $348-23.3% |