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, LLC8+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $46,082 |
ALLEN, GIBBS & HOULIK, L.C.8+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $23,252 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,417 | $65,435+9.1% | $86,677-17.6% | $66,914+6.7% |
| Participation rate | 81.7% | 75.5%+6.3pp | 76.6%+5.1pp | 69.8%+11.9pp |
| Annual return | -18.00% | -10.89%-7.1pp | 35.91%-53.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,935 | $4,100-4.0% | $4,656-15.5% | $4,237-7.1% |
| Admin fee / account holder | $400 | $642-37.7% | $7,493-94.7% | $593-32.6% |