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, LLC5+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $31,525 |
ALLEN, GIBBS & HOULIK, L.C.4 years Filed as: ALLEN GIBBS & HOULIK LC Service code 15 · EIN 48-1032601 | Recordkeeping | $17,150 |
BT & CO, PA4 years Filed as: BERBERICH TRAHAN & CO., PA Service code 10 · EIN 48-1066439 | Accounting | $8,551 |
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 | $39,373 | $54,237-27.4% | $90,281-56.4% | $67,579-41.7% |
| Participation rate | 58.9% | 68.6%-9.7pp | 73.3%-14.4pp | 71.3%-12.4pp |
| Annual return | 28.48% | 37.27%-8.8pp | 78.10%-49.6pp | 378.56%-350.1pp |
| Employer contribution / active EE | $1,366 | $1,846-26.0% | $2,854-52.1% | $2,148-36.4% |
| Participant deferral / active EE | $3,227 | $2,625+22.9% | $3,885-16.9% | $3,539-8.8% |
| Admin fee / account holder | $293 | $123+137.2% | $5,351-94.5% | $142+105.7% |