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, LLC6+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $37,450 |
ALLEN, GIBBS & HOULIK, L.C.6+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $21,214 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,568 | $73,638-4.2% | $95,952-26.5% | $73,488-4.0% |
| Participation rate | 78.4% | 76.2%+2.2pp | 77.1%+1.3pp | 70.7%+7.7pp |
| Annual return | 18.55% | 16.78%+1.8pp | 91.61%-73.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,026 | $3,617-16.3% | $4,167-27.4% | $3,740-19.1% |
| Admin fee / account holder | $312 | $482-35.2% | $6,795-95.4% | $513-39.1% |