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 |
|---|---|---|
AGF ADVISORS5 years Service code 26 · EIN 56-3135003 | Advisory (Participants) | $9,262 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,480 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,166 | $80,968-50.4% | $96,544-58.4% | $75,163-46.6% |
| Participation rate | 73.1% | 71.8%+1.3pp | 76.0%-2.9pp | 67.2%+5.9pp |
| Annual return | 15.62% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,688 | $3,928-57.0% | $4,851-65.2% | $4,125-59.1% |
| Admin fee / account holder | $367 | $6,724-94.5% | $8,252-95.6% | $5,651-93.5% |