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 5-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) | $7,638 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $4,907 |
Filed as: UNITED PLANNERS FINANCIAL SVCS Service code 27 1130 FLOWER ST · LOS ANGELES, CA 90015 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,019 | $30,086-70.0% | $61,373-85.3% | $64,808-86.1% |
| Participation rate | 86.0% | 36.4%+49.7pp | 52.6%+33.5pp | 71.5%+14.6pp |
| Annual return | 159.69% | -13.99%+173.7pp | 338.61%-178.9pp | 32.82%+126.9pp |
| Employer contribution / active EE | $298 | $536-44.4% | $1,159-74.3% | $2,506-88.1% |
| Participant deferral / active EE | $2,512 | $1,126+123.2% | $2,125+18.2% | $4,310-41.7% |
| Admin fee / account holder | $18 | $148-87.6% | $2,130-99.1% | $188-90.2% |