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 INC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $31,987 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $18,610 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,731 | $71,666-41.8% | $117,854-64.6% | $69,631-40.1% |
| Participation rate | 67.2% | 77.5%-10.3pp | 79.7%-12.4pp | 70.7%-3.4pp |
| Annual return | 22.59% | 18.86%+3.7pp | 335.08%-312.5pp | 27571.02%-27548.4pp |
| Employer contribution / active EE | $1,714 | $1,889-9.3% | $3,786-54.7% | $2,032-15.7% |
| Participant deferral / active EE | $3,534 | $3,340+5.8% | $4,482-21.1% | $3,224+9.6% |
| Admin fee / account holder | $123 | $120+2.5% | $8,020-98.5% | $110+11.7% |