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 SRVC Service code 27 · EIN 75-2428870 | Advisory (Plan) | $73,631 |
THE VANGUARD GROUP, INC.4 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $21,245 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,505 | $86,655-66.0% | $119,609-75.3% | $66,914-55.9% |
| Participation rate | 85.4% | 75.6%+9.8pp | 79.3%+6.1pp | 69.8%+15.6pp |
| Annual return | -16.44% | -8.00%-8.4pp | -14.97%-1.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,968 | $2,536-22.4% | $4,232-53.5% | $2,544-22.7% |
| Participant deferral / active EE | $3,355 | $4,358-23.0% | $5,602-40.1% | $4,237-20.8% |
| Admin fee / account holder | $421 | $755-44.3% | $10,323-95.9% | $593-29.1% |