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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,923 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS LLC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $5,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,928 | $63,745+6.6% | $98,442-31.0% | $79,386-14.4% |
| Participation rate | 45.7% | 69.9%-24.2pp | 73.3%-27.6pp | 70.7%-25.0pp |
| Annual return | 9.81% | 625.80%-616.0pp | 1492.73%-1482.9pp | 116.85%-107.0pp |
| Employer contribution / active EE | $395 | $2,557-84.5% | $2,960-86.6% | $2,427-83.7% |
| Participant deferral / active EE | $2,791 | $3,303-15.5% | $4,276-34.7% | $4,046-31.0% |
| Admin fee / account holder | $407 | $516-21.0% | $5,949-93.2% | $626-35.0% |