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 | $86,944-6.7% | $107,525-24.5% | $74,304+9.2% |
| Participation rate | 91.9% | 59.6%+32.3pp | 75.1%+16.8pp | 60.3%+31.5pp |
| Annual return | 13.22% | 23.52%-10.3pp | 181.32%-168.1pp | 29.43%-16.2pp |
| Employer contribution / active EE | $3,347 | $2,757+21.4% | $3,754-10.8% | $2,241+49.3% |
| Participant deferral / active EE | $4,415 | $3,554+24.2% | $5,116-13.7% | $3,767+17.2% |
| Admin fee / account holder | $329 | $3,727-91.2% | $8,919-96.3% | $2,969-88.9% |