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 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $65,580 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,020 | $91,762-1.9% | $67,502+33.4% | $77,643+15.9% |
| Participation rate | 45.9% | 75.9%-30.0pp | 72.9%-27.0pp | 70.6%-24.7pp |
| Annual return | 14.42% | 14.87%-0.4pp | 3512.12%-3497.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,560 | $3,181-50.9% | $2,731-42.9% | $2,726-42.8% |
| Participant deferral / active EE | $3,518 | $3,903-9.9% | $4,000-12.0% | $4,647-24.3% |
| Admin fee / account holder | $249 | $176+41.3% | $3,998-93.8% | $430-42.2% |