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 LLC3 years Filed as: AVANTAX ADVISORY SERVICES, INC. Service code 28 1881 W. MAUMEE ST. · ADRIAN, MI 49221 | Investment Management | $91,551 |
JULY BUSINESS SERVICES2 years Service code 15 · EIN 74-2715820 | Recordkeeping | $6,435 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,758 | $89,436-10.8% | $164,813-51.6% | $77,643+2.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 78.6%-3.6pp | 70.6%+4.4pp |
| Annual return | 27.63% | 28.83%-1.2pp | 69.93%-42.3pp | 31.24%-3.6pp |
| Employer contribution / active EE | $858 | $2,569-66.6% | $4,341-80.2% | $2,726-68.5% |
| Participant deferral / active EE | $1,984 | $4,897-59.5% | $6,031-67.1% | $4,647-57.3% |
| Admin fee / account holder | $438 | $339+29.1% | $12,690-96.5% | $430+1.8% |