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 10-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 | $65,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,218 | $34,934+63.8% | $56,411+1.4% | $74,495-23.2% |
| Participation rate | 49.5% | 32.8%+16.7pp | 52.5%-3.0pp | 67.2%-17.7pp |
| Annual return | 10.56% | 25.94%-15.4pp | 1701.33%-1690.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,636 | $609+168.7% | $1,039+57.5% | $2,623-37.6% |
| Participant deferral / active EE | $2,745 | $1,170+134.5% | $1,952+40.6% | $4,346-36.8% |
| Admin fee / account holder | $484 | $2,364-79.5% | $2,829-82.9% | $1,942-75.1% |