See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS LLC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $57,429 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,206 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,866 | $91,407+34.4% | $135,903-9.6% | $71,457+71.9% |
| Participation rate | 91.3% | 75.7%+15.7pp | 81.9%+9.4pp | 67.9%+23.4pp |
| Annual return | 20.29% | 29.90%-9.6pp | 68.23%-47.9pp | 28.85%-8.6pp |
| Employer contribution / active EE | $8,838 | $3,703+138.6% | $4,856+82.0% | $2,588+241.6% |
| Participant deferral / active EE | $19,070 | $7,092+168.9% | $7,758+145.8% | $4,289+344.6% |
| Admin fee / account holder | $299 | $1,266-76.4% | $10,762-97.2% | $1,587-81.2% |