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 | $46,868 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,987 | $72,277+3.7% | $101,248-25.9% | $79,858-6.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.47% | 22.30%-9.8pp | 46.47%-34.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,404 | $2,692-47.8% | $3,660-61.6% | $2,471-43.2% |
| Participant deferral / active EE | $3,243 | $3,282-1.2% | $4,370-25.8% | $3,740-13.3% |
| Admin fee / account holder | $426 | $4,400-90.3% | $5,945-92.8% | $5,306-92.0% |