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.8+ years Service code 15 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $200,288 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $40,500 |
AGH WEALTH ADVISORS, LLC8+ years Service code 26 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Advisory (Participants) | $22,890 |
EIDE BAILLY LLP1 year Filed as: EIDEBAILLY, LLP Service code 10 18081 BURT STREET, SUITE 200 · OMAHA, NE 68022 | Accounting | $17,000 |
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 | $91,414 | $37,317+145.0% | $77,024+18.7% | $77,904+17.3% |
| Participation rate | 99.3% | 46.9%+52.4pp | 67.9%+31.4pp | 73.7%+25.6pp |
| Annual return | -15.49% | -5.88%-9.6pp | 42.32%-57.8pp | 12.21%-27.7pp |
| Employer contribution / active EE | $3,572 | $1,218+193.2% | $2,812+27.0% | $2,848+25.4% |
| Participant deferral / active EE | $5,594 | $2,564+118.1% | $4,426+26.4% | $4,806+16.4% |
| Admin fee / account holder | $96 | $126-23.2% | $5,425-98.2% | $133-27.2% |