See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS LLC Service code 27 2050 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $16,698 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $5,273 |
Service code 27 1130 FLOWER ST. · LOS ANGELES, CA 90015 | Advisory (Plan) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,494 | $58,778-66.8% | $129,207-84.9% | $77,643-74.9% |
| Participation rate | 37.9% | 59.2%-21.3pp | 69.6%-31.7pp | 70.6%-32.6pp |
| Annual return | 12.83% | 24.73%-11.9pp | 9417.33%-9404.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $235 | $1,952-88.0% | $4,153-94.4% | $2,726-91.4% |
| Participant deferral / active EE | $1,089 | $3,212-66.1% | $4,168-73.9% | $4,647-76.6% |
| Admin fee / account holder | $56 | $589-90.4% | $7,715-99.3% | $430-86.9% |