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 | $34,932+63.8% | $56,441+1.4% | $74,546-23.2% |
| Participation rate | 49.5% | 32.9%+16.6pp | 52.5%-3.0pp | 67.2%-17.7pp |
| Annual return | 10.56% | 24.90%-14.3pp | 1704.21%-1693.7pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $1,636 | $608+169.0% | $1,039+57.5% | $2,624-37.7% |
| Participant deferral / active EE | $2,745 | $1,173+134.0% | $1,953+40.5% | $4,347-36.9% |
| Admin fee / account holder | $484 | $2,359-79.5% | $2,829-82.9% | $1,944-75.1% |