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) | $29,492 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $16,781 |
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 | $13,634 | $31,741-57.0% | $56,411-75.8% | $199,593-93.2% |
| Participation rate | 88.9% | 32.3%+56.6pp | 52.5%+36.5pp | 72.0%+17.0pp |
| Annual return | 15.49% | 14.72%+0.8pp | 1701.33%-1685.8pp | 34.25%-18.8pp |
| Employer contribution / active EE | $788 | $508+55.2% | $1,039-24.2% | $3,034-74.0% |
| Participant deferral / active EE | $2,886 | $1,184+143.8% | $1,952+47.9% | $5,087-43.3% |
| Admin fee / account holder | $41 | $426-90.4% | $2,829-98.6% | $269-84.8% |