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 |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.10+ years Service code 15 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $259,333 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $40,500 |
AGH WEALTH ADVISORS, LLC10+ years Service code 26 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Advisory (Participants) | $24,250 |
EIDE BAILLY LLP3 years Filed as: EIDEBAILLY, LLP Service code 10 18081 BURT STREET, SUITE 200 · OMAHA, NE 68022 | Accounting | $20,475 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,600 | $44,897+197.6% | $84,966+57.2% | $199,593-33.1% |
| Participation rate | 98.6% | 45.7%+52.9pp | 67.5%+31.1pp | 72.0%+26.6pp |
| Annual return | 14.54% | 20.96%-6.4pp | 66.38%-51.8pp | 34.25%-19.7pp |
| Employer contribution / active EE | $3,871 | $1,365+183.5% | $2,727+42.0% | $3,034+27.6% |
| Participant deferral / active EE | $6,049 | $2,668+126.7% | $4,519+33.9% | $5,087+18.9% |
| Admin fee / account holder | $129 | $584-78.0% | $6,149-97.9% | $269-52.1% |