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 | $44,615 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $8,641 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,109 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,872 | $79,428+52.2% | $106,548+13.4% | $79,386+52.3% |
| Participation rate | 83.9% | 74.1%+9.7pp | 76.1%+7.7pp | 70.7%+13.2pp |
| Annual return | 10.92% | 18.27%-7.4pp | 26.80%-15.9pp | 116.85%-105.9pp |
| Employer contribution / active EE | $1,196 | $2,234-46.5% | $2,819-57.6% | $2,427-50.7% |
| Participant deferral / active EE | $5,179 | $3,823+35.5% | $4,398+17.8% | $4,046+28.0% |
| Admin fee / account holder | $45 | $523-91.4% | $7,407-99.4% | $626-92.8% |