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.6+ years Service code 15 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $217,362 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $40,500 |
AGH WEALTH ADVISORS, LLC6+ years Service code 26 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Advisory (Participants) | $23,950 |
SEIM JOHNSON, LLP5 years Service code 10 18081 BURT STREET, SUITE 200 · OMAHA, NE 68022 | Accounting | $15,500 |
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 | $102,470 | $46,219+121.7% | $89,391+14.6% | $90,288+13.5% |
| Participation rate | 98.8% | 44.9%+53.9pp | 68.0%+30.8pp | 73.4%+25.4pp |
| Annual return | 15.73% | 25.71%-10.0pp | 245.62%-229.9pp | 53.97%-38.2pp |
| Employer contribution / active EE | $3,257 | $953+241.8% | $2,586+26.0% | $2,524+29.1% |
| Participant deferral / active EE | $4,989 | $2,136+133.5% | $3,890+28.2% | $4,232+17.9% |
| Admin fee / account holder | $111 | $147-24.6% | $4,881-97.7% | $114-3.0% |