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, LLC10+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $49,698 |
ALLEN, GIBBS & HOULIK, L.C.10+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $26,243 |
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 | $97,146 | $79,171+22.7% | $102,423-5.2% | $74,495+30.4% |
| Participation rate | 78.7% | 74.8%+3.9pp | 76.5%+2.2pp | 67.2%+11.5pp |
| Annual return | 16.35% | 54.93%-38.6pp | 29.32%-13.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,075 | $4,415-7.7% | $5,053-19.3% | $4,346-6.2% |
| Admin fee / account holder | $461 | $2,001-76.9% | $9,451-95.1% | $1,942-76.2% |