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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON Service code 27 2050 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $29,832 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $100 |
CAPITAL ANALYST1+ years Service code 27 1130 SOUTH FLORIDA ST. · LOS ANGELES, CA 90015 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,208 | $51,604-35.6% | $129,295-74.3% | $80,874-58.9% |
| Participation rate | 65.8% | 57.0%+8.8pp | 69.6%-3.9pp | 67.6%-1.9pp |
| Annual return | 15.15% | 20.76%-5.6pp | 9429.28%-9414.1pp | 35.62%-20.5pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,325 | $2,670+136.9% | $4,169+51.7% | $4,297+47.2% |
| Admin fee / account holder | $78 | $4,310-98.2% | $7,665-99.0% | $6,935-98.9% |