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, LLC7+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $49,780 |
ALLEN, GIBBS & HOULIK, L.C.7+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $24,162 |
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 | $85,124 | $84,936+0.2% | $111,297-23.5% | $79,386+7.2% |
| Participation rate | 80.3% | 75.9%+4.4pp | 77.3%+3.0pp | 70.7%+9.6pp |
| Annual return | 17.59% | 17.45%+0.1pp | 54.65%-37.1pp | 116.85%-99.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,644 | $3,888-6.3% | $4,487-18.8% | $4,046-9.9% |
| Admin fee / account holder | $413 | $537-23.1% | $7,964-94.8% | $626-34.1% |