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, LLC9+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $44,316 |
ALLEN, GIBBS & HOULIK, L.C.9+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $22,194 |
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 | $83,915 | $76,050+10.3% | $96,544-13.1% | $71,457+17.4% |
| Participation rate | 82.0% | 74.4%+7.6pp | 76.0%+6.0pp | 67.9%+14.0pp |
| Annual return | 19.09% | 22.81%-3.7pp | 25.84%-6.8pp | 28.85%-9.8pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,031 | $4,215-4.4% | $4,851-16.9% | $4,289-6.0% |
| Admin fee / account holder | $390 | $2,707-85.6% | $8,252-95.3% | $1,587-75.4% |