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 | $107,583 |
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 | $150,980 | $119,446+26.4% | $150,045+0.6% | $85,563+76.5% |
| Participation rate | 97.9% | 75.4%+22.4pp | 82.3%+15.5pp | 66.0%+31.9pp |
| Annual return | 17.50% | 23.72%-6.2pp | 62.55%-45.1pp | 31.51%-14.0pp |
| Employer contribution / active EE | $5,915 | $4,078+45.0% | $4,693+26.0% | $2,654+122.9% |
| Participant deferral / active EE | $6,831 | $7,985-14.4% | $7,997-14.6% | $4,375+56.1% |
| Admin fee / account holder | $311 | $548-43.2% | $13,435-97.7% | $834-62.7% |