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, LLC4+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $32,711 |
ALLEN, GIBBS & HOULIK, L.C.4+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $18,347 |
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 | $48,516 | $59,186-18.0% | $76,768-36.8% | $56,287-13.8% |
| Participation rate | 73.0% | 75.2%-2.2pp | 77.0%-4.0pp | 69.9%+3.1pp |
| Annual return | -3.41% | 6.62%-10.0pp | 2.43%-5.8pp | -9.96%+6.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,702 | $3,255-17.0% | $3,852-29.8% | $3,350-19.3% |
| Admin fee / account holder | $284 | $489-42.0% | $6,675-95.8% | $521-45.5% |