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 7-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 PLANNING PARTNERS Service code 15 · EIN 42-1447865 2355 JFK ROAD · DUBUQUE, IA 52001 | Recordkeeping | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,214 | $65,061-50.5% | $143,757-77.6% | $66,914-51.9% |
| Participation rate | 25.8% | 65.2%-39.4pp | 80.3%-54.5pp | 69.8%-44.0pp |
| Annual return | -15.28% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,130 | $2,919-61.3% | $5,637-80.0% | $4,237-73.3% |
| Admin fee / account holder | $396 | $502-21.1% | $14,673-97.3% | $593-33.3% |