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 | $128,147 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,682 | $119,446+110.7% | $150,045+67.7% | $85,563+194.1% |
| Participation rate | 97.3% | 75.4%+21.9pp | 82.3%+15.0pp | 66.0%+31.4pp |
| Annual return | 11.82% | 23.72%-11.9pp | 62.55%-50.7pp | 31.51%-19.7pp |
| Employer contribution / active EE | $9,630 | $4,078+136.1% | $4,693+105.2% | $2,654+262.9% |
| Participant deferral / active EE | $9,049 | $7,985+13.3% | $7,997+13.2% | $4,375+106.8% |
| Admin fee / account holder | $256 | $548-53.3% | $13,435-98.1% | $834-69.3% |