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 |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX ADVISORY SERVICES, INC. Service code 28 1881 W. MAUMEE ST. · ADRIAN, MI 49221 | Investment Management | $37,450 |
JULY BUSINESS SERVICES1 year Service code 15 · EIN 74-2715820 | Recordkeeping | $22,988 |
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 | $60,178 | $91,372-34.1% | $129,995-53.7% | $74,419-19.1% |
| Participation rate | 76.2% | 77.8%-1.6pp | 78.5%-2.3pp | 70.7%+5.5pp |
| Annual return | 22.28% | 23.21%-0.9pp | -137.18%+159.5pp | 34.38%-12.1pp |
| Employer contribution / active EE | $825 | $2,563-67.8% | $4,320-80.9% | $2,637-68.7% |
| Participant deferral / active EE | $1,890 | $4,721-60.0% | $5,820-67.5% | $4,528-58.2% |
| Admin fee / account holder | $324 | $283+14.4% | $10,614-96.9% | $348-6.8% |