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) | $8,529 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,405 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,324 | $26,114-14.5% | $58,482-61.8% | $74,419-70.0% |
| Participation rate | 31.9% | 32.1%-0.3pp | 50.9%-19.0pp | 70.7%-38.9pp |
| Annual return | 8.75% | 32.51%-23.8pp | 4239.32%-4230.6pp | 34.38%-25.6pp |
| Employer contribution / active EE | $18 | $536-96.6% | $1,053-98.3% | $2,637-99.3% |
| Participant deferral / active EE | $1,131 | $1,075+5.3% | $1,924-41.2% | $4,528-75.0% |
| Admin fee / account holder | $81 | $649-87.6% | $2,516-96.8% | $348-76.8% |