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 SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $113,133 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,949 | $104,475+51.2% | $159,436-0.9% | $79,386+99.0% |
| Participation rate | 96.9% | 76.6%+20.2pp | 82.8%+14.0pp | 70.7%+26.2pp |
| Annual return | 27.24% | 67.95%-40.7pp | 263.57%-236.3pp | 116.85%-89.6pp |
| Employer contribution / active EE | $4,720 | $3,417+38.1% | $4,829-2.3% | $2,427+94.4% |
| Participant deferral / active EE | $5,431 | $6,467-16.0% | $7,352-26.1% | $4,046+34.2% |
| Admin fee / account holder | $451 | $711-36.6% | $10,799-95.8% | $626-28.0% |