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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AGH WEALTH ADVISORS, LLC8+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $40,052 |
ALLEN, GIBBS & HOULIK, L.C.7 years Filed as: ALLEN GIBBS & HOULIK LC Service code 15 · EIN 48-1032601 | Recordkeeping | $31,012 |
BT & CO, PA2 years Filed as: BT & CO., PA Service code 10 · EIN 48-1066439 | Accounting | $9,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,433 | $58,908-26.3% | $82,719-47.5% | - |
| Participation rate | 68.3% | 68.0%+0.3pp | 72.6%-4.3pp | - |
| Annual return | -16.15% | -8.97%-7.2pp | 701.18%-717.3pp | - |
| Employer contribution / active EE | $1,772 | $1,912-7.3% | $3,009-41.1% | - |
| Participant deferral / active EE | $4,498 | $2,996+50.1% | $4,395+2.4% | - |
| Admin fee / account holder | $357 | $4,022-91.1% | $5,329-93.3% | - |