See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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, LLC9+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $37,511 |
ALLEN, GIBBS & HOULIK, L.C.8 years Filed as: ALLEN GIBBS & HOULIK LC Service code 15 · EIN 48-1032601 | Recordkeeping | $34,643 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $13,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,010 | $52,208+14.9% | $86,612-30.7% | $74,419-19.4% |
| Participation rate | 49.5% | 66.3%-16.8pp | 71.7%-22.1pp | 70.7%-21.2pp |
| Annual return | 19.34% | 44.46%-25.1pp | 591.07%-571.7pp | 34.38%-15.0pp |
| Employer contribution / active EE | $1,787 | $2,282-21.7% | $3,022-40.9% | $2,637-32.2% |
| Participant deferral / active EE | $4,070 | $3,383+20.3% | $4,438-8.3% | $4,528-10.1% |
| Admin fee / account holder | $404 | $319+26.9% | $5,614-92.8% | $348+16.3% |