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 | $122,631 |
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 | $135,890 | $106,028+28.2% | $146,958-7.5% | $77,643+75.0% |
| Participation rate | 95.9% | 78.4%+17.5pp | 82.2%+13.8pp | 70.6%+25.3pp |
| Annual return | 25.38% | 56.73%-31.4pp | 418.34%-393.0pp | 31.24%-5.9pp |
| Employer contribution / active EE | $5,880 | $4,063+44.7% | $4,933+19.2% | $2,726+115.7% |
| Participant deferral / active EE | $6,987 | $7,990-12.6% | $8,070-13.4% | $4,647+50.3% |
| Admin fee / account holder | $375 | $337+11.2% | $12,998-97.1% | $430-12.8% |