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) | $48,885 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,907 | $56,095-69.9% | $178,490-90.5% | $90,288-81.3% |
| Participation rate | 23.6% | 65.6%-42.0pp | 81.9%-58.4pp | 73.4%-49.8pp |
| Annual return | 26.40% | 28.81%-2.4pp | 151.07%-124.7pp | 53.97%-27.6pp |
| Employer contribution / active EE | $69 | $1,572-95.6% | $5,011-98.6% | $2,524-97.3% |
| Participant deferral / active EE | $1,093 | $2,669-59.1% | $5,202-79.0% | $4,232-74.2% |
| Admin fee / account holder | $166 | $101+64.5% | $13,984-98.8% | $114+45.1% |