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) | $48,550 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,829 | $45,000-58.2% | $143,757-86.9% | $77,904-75.8% |
| Participation rate | 20.8% | 66.8%-46.1pp | 80.3%-59.6pp | 73.7%-52.9pp |
| Annual return | -17.46% | 29.03%-46.5pp | -0.04%-17.4pp | 12.21%-29.7pp |
| Employer contribution / active EE | $78 | $1,870-95.8% | $4,951-98.4% | $2,848-97.3% |
| Participant deferral / active EE | $1,211 | $3,157-61.6% | $5,637-78.5% | $4,806-74.8% |
| Admin fee / account holder | $131 | $98+32.6% | $14,673-99.1% | $133-1.5% |