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 | $108,908 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,764 | $95,274+28.9% | $135,903-9.7% | $74,419+65.0% |
| Participation rate | 94.8% | 78.2%+16.6pp | 81.9%+12.8pp | 70.7%+24.0pp |
| Annual return | 4.25% | 32.77%-28.5pp | 68.23%-64.0pp | 34.38%-30.1pp |
| Employer contribution / active EE | $4,938 | $3,874+27.5% | $4,856+1.7% | $2,637+87.2% |
| Participant deferral / active EE | $5,936 | $7,782-23.7% | $7,758-23.5% | $4,528+31.1% |
| Admin fee / account holder | $344 | $266+29.1% | $10,762-96.8% | $348-1.2% |