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 |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 28 · EIN 47-5476782 | Investment Management | $69,438 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $49,171 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,882 | $84,487+27.7% | $125,339-13.9% | $66,914+61.2% |
| Participation rate | 72.8% | 76.4%-3.6pp | 82.4%-9.6pp | 69.8%+3.0pp |
| Annual return | -16.79% | -8.39%-8.4pp | 572.05%-588.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $424 | $3,553-88.1% | $4,814-91.2% | $2,544-83.3% |
| Participant deferral / active EE | $5,781 | $6,781-14.7% | $7,446-22.4% | $4,237+36.5% |
| Admin fee / account holder | $507 | $685-26.0% | $10,010-94.9% | $593-14.6% |