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, LLC5+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $33,569 |
ALLEN, GIBBS & HOULIK, L.C.5+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $17,658 |
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 | $60,088 | $65,376-8.1% | $87,100-31.0% | $65,185-7.8% |
| Participation rate | 75.0% | 75.3%-0.3pp | 76.9%-1.9pp | 70.2%+4.8pp |
| Annual return | 25.74% | 31.27%-5.5pp | 28.19%-2.4pp | 29.38%-3.6pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,844 | $3,388-16.1% | $4,049-29.8% | $3,514-19.1% |
| Admin fee / account holder | $282 | $520-45.8% | $7,497-96.2% | $847-66.7% |