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 SRVC Service code 27 · EIN 75-2428870 | Advisory (Plan) | $100,337 |
THE VANGUARD GROUP, INC.6 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $17,780 |
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 | $41,525 | $88,083-52.9% | $164,813-74.8% | $74,495-44.3% |
| Participation rate | 85.3% | 73.0%+12.3pp | 78.6%+6.7pp | 67.2%+18.1pp |
| Annual return | 10.20% | 17.26%-7.1pp | 69.93%-59.7pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,187 | $2,593-15.6% | $4,341-49.6% | $2,623-16.6% |
| Participant deferral / active EE | $3,701 | $4,498-17.7% | $6,031-38.6% | $4,346-14.8% |
| Admin fee / account holder | $505 | $2,234-77.4% | $12,690-96.0% | $1,942-74.0% |