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 |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX ADVISORY SERVICES INC. Service code 99 · EIN 75-2176682 | Other Fees | $69,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,788 | $41,647-16.5% | $96,139-63.8% | $86,799-59.9% |
| Participation rate | 78.2% | 50.2%+27.9pp | 68.4%+9.7pp | 72.3%+5.9pp |
| Annual return | 16.67% | 27.24%-10.6pp | 191.94%-175.3pp | 97.91%-81.2pp |
| Employer contribution / active EE | $948 | $1,318-28.0% | $2,797-66.1% | $2,405-60.6% |
| Participant deferral / active EE | $3,472 | $2,412+43.9% | $4,349-20.2% | $4,131-16.0% |
| Admin fee / account holder | $15 | $169-91.3% | $5,537-99.7% | $170-91.3% |