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 |
|---|---|---|
AGH WEALTH ADVISORS, LLC1+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $8,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,668 | $41,854-48.2% | $73,843-70.7% | $52,331-58.6% |
| Participation rate | 52.1% | 66.2%-14.2pp | 73.4%-21.4pp | 68.1%-16.0pp |
| Annual return | 18.73% | 2.11%+16.6pp | 2267.84%-2249.1pp | 4.54%+14.2pp |
| Employer contribution / active EE | $1,123 | $1,920-41.5% | $2,787-59.7% | $1,882-40.3% |
| Participant deferral / active EE | $2,647 | $2,498+6.0% | $3,583-26.1% | $3,022-12.4% |
| Admin fee / account holder | $113 | $493-77.1% | $4,880-97.7% | $592-81.0% |