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 | $72,640 |
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 | $81,158 | $83,369-2.7% | $105,223-22.9% | $67,986+19.4% |
| Participation rate | 91.9% | 56.3%+35.6pp | 75.0%+16.8pp | 57.2%+34.7pp |
| Annual return | 13.22% | 24.64%-11.4pp | 180.65%-167.4pp | 31.67%-18.4pp |
| Employer contribution / active EE | $3,347 | $2,541+31.7% | $3,689-9.3% | $2,019+65.8% |
| Participant deferral / active EE | $4,415 | $3,295+34.0% | $5,072-13.0% | $3,358+31.5% |
| Admin fee / account holder | $329 | $4,073-91.9% | $8,859-96.3% | $3,203-89.7% |