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 ADVISORY SERVICES, INC. Service code 28 1881 W. MAUMEE ST. · ADRIAN, MI 49221 | Investment Management | $79,805 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,688 | $71,142-25.9% | $119,609-55.9% | $64,808-18.7% |
| Participation rate | 73.0% | 78.6%-5.6pp | 79.3%-6.2pp | 71.5%+1.6pp |
| Annual return | -11.30% | -10.01%-1.3pp | -14.97%+3.7pp | 32.82%-44.1pp |
| Employer contribution / active EE | $773 | $2,497-69.0% | $4,232-81.7% | $2,506-69.2% |
| Participant deferral / active EE | $1,945 | $4,490-56.7% | $5,602-65.3% | $4,310-54.9% |
| Admin fee / account holder | $341 | $162+110.4% | $10,323-96.7% | $188+81.6% |