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 27 · EIN 47-5476782 | Advisory (Plan) | $20,319 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,731 |
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 | $113,640 | $86,332+31.6% | $125,175-9.2% | $65,185+74.3% |
| Participation rate | 70.5% | 75.3%-4.8pp | 79.8%-9.3pp | 70.2%+0.3pp |
| Annual return | 21.58% | 27.43%-5.8pp | 43.79%-22.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,632 | $3,537+59.2% | $4,937+14.1% | $3,514+60.3% |
| Admin fee / account holder | $139 | $609-77.1% | $9,702-98.6% | $847-83.6% |