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 LLC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $23,286 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,612 |
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.)
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 | $43,614 | $51,197-14.8% | $82,719-47.3% | $66,914-34.8% |
| Participation rate | 44.1% | 67.8%-23.7pp | 72.6%-28.4pp | 69.8%-25.7pp |
| Annual return | -16.01% | -9.64%-6.4pp | 701.18%-717.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $398 | $2,611-84.7% | $3,009-86.8% | $2,544-84.3% |
| Participant deferral / active EE | $2,696 | $3,458-22.0% | $4,395-38.7% | $4,237-36.4% |
| Admin fee / account holder | $512 | $416+23.1% | $5,329-90.4% | $593-13.8% |