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, LLC Service code 99 · EIN 47-5476782 | Other Fees | $42,071 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 49 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Other Services | $8,407 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,106 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,106 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,852 | $71,516+69.0% | $98,439+22.8% | $71,457+69.1% |
| Participation rate | 72.2% | 72.7%-0.5pp | 75.2%-2.9pp | 67.9%+4.3pp |
| Annual return | 12.44% | 32.41%-20.0pp | 21.16%-8.7pp | 28.85%-16.4pp |
| Employer contribution / active EE | $1,192 | $2,399-50.3% | $3,048-60.9% | $2,588-53.9% |
| Participant deferral / active EE | $5,043 | $4,109+22.7% | $4,738+6.4% | $4,289+17.6% |
| Admin fee / account holder | $63 | $1,675-96.2% | $8,948-99.3% | $1,587-96.0% |