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 SERVCIES Service code 15 · EIN 42-1447865 | Recordkeeping | $89,209 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,294 | $65,061+88.0% | $143,757-14.9% | $66,914+82.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -24.40% | -11.14%-13.3pp | -0.04%-24.4pp | 1.58%-26.0pp |
| Employer contribution / active EE | $8,037 | $2,361+240.5% | $4,951+62.3% | $2,544+215.9% |
| Participant deferral / active EE | $6,021 | $2,919+106.3% | $5,637+6.8% | $4,237+42.1% |
| Admin fee / account holder | $493 | $502-1.8% | $14,673-96.6% | $593-16.9% |