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 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $41,725 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,285 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,271 | $26,114+8.3% | $58,482-51.7% | $74,419-62.0% |
| Participation rate | 88.8% | 32.1%+56.7pp | 50.9%+37.9pp | 70.7%+18.1pp |
| Annual return | 14.87% | 32.51%-17.6pp | 4239.32%-4224.4pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,289 | $536+140.6% | $1,053+22.4% | $2,637-51.1% |
| Participant deferral / active EE | $3,403 | $1,075+216.7% | $1,924+76.9% | $4,528-24.8% |
| Admin fee / account holder | $121 | $649-81.4% | $2,516-95.2% | $348-65.2% |