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 Service code 99 | Other Fees | $4,799 |
MORNINGSTAR1 year Filed as: MORNINGSTART Service code 27 | Advisory (Plan) | $422 |
Filed as: VOYA RETIREENT INSUARNCE & ANNUITY Service code 27 | Advisory (Plan) | $422 |
Filed as: BURNHAM GIBSON WEALTH ADVISRS Service code 99 · EIN 47-5476782 | Other Fees | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,032 | $58,879-86.4% | $178,490-95.5% | $73,488-89.1% |
| Participation rate | 49.4% | 66.2%-16.9pp | 81.9%-32.6pp | 70.7%-21.3pp |
| Annual return | 17.91% | 24.86%-7.0pp | 151.07%-133.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $794 | $2,567-69.1% | $5,202-84.7% | $3,740-78.8% |
| Admin fee / account holder | $23 | $400-94.3% | $13,984-99.8% | $513-95.6% |