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 SRVC Service code 27 · EIN 75-2428870 | Advisory (Plan) | $79,346 |
THE VANGUARD GROUP, INC.5 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $17,368 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,210 | $82,978-57.6% | $129,995-72.9% | $71,457-50.7% |
| Participation rate | 86.6% | 74.1%+12.6pp | 78.5%+8.1pp | 67.9%+18.7pp |
| Annual return | 13.56% | 20.60%-7.0pp | -137.18%+150.7pp | 28.85%-15.3pp |
| Employer contribution / active EE | $2,002 | $2,622-23.6% | $4,320-53.7% | $2,588-22.6% |
| Participant deferral / active EE | $3,344 | $4,432-24.5% | $5,820-42.5% | $4,289-22.0% |
| Admin fee / account holder | $425 | $1,729-75.4% | $10,614-96.0% | $1,587-73.2% |