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 8-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 |
|---|---|---|
AGH WEALTH ADVISORS, LLC1+ years Filed as: AGH WEALTH ADVISORS LLC Service code 17 301 N MAIN SUITE 1700 · WICHITA, KS 67202 | Pension Consulting | $43,797 |
ALLEN, GIBBS & HOULIK, L.C.1+ years Filed as: ALLEN GIBBS HOULIK LLC Service code 15 301 N MAIN SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $16,529 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,101 | $135,635-4.8% | $110,238+17.1% | $135,375-4.6% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -2.60% | 513.19%-515.8pp | 314.74%-317.3pp | 519.73%-522.3pp |
| Employer contribution / active EE | $3,392 | $4,906-30.9% | $3,826-11.3% | $4,779-29.0% |
| Participant deferral / active EE | $6,374 | $5,506+15.8% | $4,672+36.4% | $5,609+13.6% |
| Admin fee / account holder | $780 | $11,457-93.2% | $8,547-90.9% | $10,827-92.8% |