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 | $101,090 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,155 | $61,272+203.8% | $149,673+24.4% | $71,457+160.5% |
| Participation rate | 78.3% | 62.5%+15.8pp | 78.8%-0.5pp | 67.9%+10.4pp |
| Annual return | 20.14% | 35.85%-15.7pp | 134.42%-114.3pp | 28.85%-8.7pp |
| Employer contribution / active EE | $8,811 | $2,378+270.5% | $4,818+82.9% | $2,588+240.5% |
| Participant deferral / active EE | $6,730 | $2,917+130.7% | $5,680+18.5% | $4,289+56.9% |
| Admin fee / account holder | $683 | $1,261-45.8% | $13,210-94.8% | $1,587-57.0% |