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 10-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 INC Service code 99 · EIN 47-5476782 | Other Fees | $32,780 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,331 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,331 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,022 | $66,310+50.8% | $93,606+6.9% | $65,185+53.4% |
| Participation rate | 90.3% | 74.0%+16.3pp | 75.8%+14.5pp | 70.2%+20.1pp |
| Annual return | 21.06% | 42.58%-21.5pp | 32.76%-11.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,062 | $2,012-47.2% | $2,718-60.9% | $2,177-51.2% |
| Participant deferral / active EE | $4,492 | $3,342+34.4% | $4,069+10.4% | $3,514+27.8% |
| Admin fee / account holder | $36 | $6,897-99.5% | $7,888-99.5% | $847-95.7% |