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 |
|---|---|---|
AGH WEALTH ADVISORS, LLC1+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $23,029 |
ALLEN, GIBBS & HOULIK, L.C.1+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $17,308 |
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 | $39,770 | $54,320-26.8% | $67,652-41.2% | $52,331-24.0% |
| Participation rate | 75.5% | 73.6%+1.9pp | 75.7%-0.2pp | 68.1%+7.4pp |
| Annual return | -1.54% | 6.81%-8.4pp | 6625.04%-6626.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,760 | $2,950-6.5% | $3,560-22.5% | $3,022-8.7% |
| Admin fee / account holder | $245 | $527-53.6% | $4,821-94.9% | $592-58.7% |