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 | $37,102 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $108,272 | $70,908+52.7% | $98,907+9.5% | $73,488+47.3% |
| Participation rate | 86.1% | 73.8%+12.4pp | 76.0%+10.1pp | 70.7%+15.5pp |
| Annual return | 12.67% | 34.17%-21.5pp | 196.43%-183.8pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,090 | $2,036-46.5% | $2,689-59.5% | $2,270-52.0% |
| Participant deferral / active EE | $4,792 | $3,500+36.9% | $4,244+12.9% | $3,740+28.2% |
| Admin fee / account holder | $31 | $535-94.3% | $6,642-99.5% | $513-94.0% |