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) | $34,280 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,915 | $93,182+45.9% | $146,665-7.3% | $79,386+71.2% |
| Participation rate | 62.7% | 76.4%-13.7pp | 80.1%-17.4pp | 70.7%-8.0pp |
| Annual return | 17.26% | 21.61%-4.3pp | 22.74%-5.5pp | 116.85%-99.6pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,778 | $4,169+38.6% | $5,506+4.9% | $4,046+42.8% |
| Admin fee / account holder | $605 | $585+3.4% | $10,280-94.1% | $626-3.4% |