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.5+ years Service code 15 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $192,077 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $40,500 |
AGH WEALTH ADVISORS, LLC5+ years Service code 26 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Advisory (Participants) | $22,750 |
SEIM JOHNSON, LLP4 years Service code 10 18081 BURT STREET, SUITE 200 · OMAHA, NE 68022 | Accounting | $13,750 |
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 | $89,598 | $41,617+115.3% | $84,611+5.9% | $77,787+15.2% |
| Participation rate | 98.5% | 45.0%+53.4pp | 68.2%+30.2pp | 73.2%+25.3pp |
| Annual return | 21.71% | 24.97%-3.3pp | 258.74%-237.0pp | 32.57%-10.9pp |
| Employer contribution / active EE | $3,007 | $1,061+183.4% | $2,652+13.4% | $2,504+20.1% |
| Participant deferral / active EE | $4,662 | $2,129+119.0% | $3,899+19.6% | $3,967+17.5% |
| Admin fee / account holder | $103 | $121-14.5% | $4,912-97.9% | $100+3.4% |