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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,890 | $50,127-52.3% | $149,673-84.0% | $80,160-70.2% |
| Participation rate | 19.2% | 64.3%-45.1pp | 78.8%-59.6pp | 72.9%-53.7pp |
| Annual return | 23.63% | 29.82%-6.2pp | 134.42%-110.8pp | 40.38%-16.7pp |
| Employer contribution / active EE | $73 | $1,865-96.1% | $4,818-98.5% | $2,978-97.5% |
| Participant deferral / active EE | $1,141 | $3,194-64.3% | $5,680-79.9% | $5,017-77.3% |
| Admin fee / account holder | $175 | $153+14.4% | $13,210-98.7% | $145+20.5% |