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 Service code 26 · EIN 47-5476782 | Advisory (Participants) | $5,420 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,739 | $45,382-76.3% | $154,107-93.0% | $75,289-85.7% |
| Participation rate | 24.7% | 65.9%-41.2pp | 83.0%-58.3pp | 72.4%-47.7pp |
| Annual return | -5.37% | -0.47%-4.9pp | 735.12%-740.5pp | -0.04%-5.3pp |
| Employer contribution / active EE | $65 | $1,533-95.7% | $5,298-98.8% | $2,405-97.3% |
| Participant deferral / active EE | $958 | $2,384-59.8% | $5,081-81.1% | $3,739-74.4% |
| Admin fee / account holder | $54 | $89-40.1% | $13,411-99.6% | $102-47.7% |