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, LLC10+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $47,492 |
ALLEN, GIBBS & HOULIK, L.C.9 years Filed as: ALLEN GIBBS & HOULIK LC Service code 15 · EIN 48-1032601 | Recordkeeping | $40,282 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $17,578 |
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 | $63,734 | $65,908-3.3% | $81,812-22.1% | $77,643-17.9% |
| Participation rate | 37.7% | 65.8%-28.1pp | 72.3%-34.6pp | 70.6%-32.8pp |
| Annual return | 15.51% | 26.64%-11.1pp | 773.79%-758.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,389 | $2,370-41.4% | $2,912-52.3% | $2,726-49.0% |
| Participant deferral / active EE | $3,014 | $3,505-14.0% | $4,319-30.2% | $4,647-35.1% |
| Admin fee / account holder | $436 | $526-17.3% | $7,386-94.1% | $430+1.2% |