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) | $17,629 |
Filed as: BURNHAM GIBSON WEALTH ADVIORS, LLC Service code 99 | Other Fees | $11,110 |
LMC ENTERPRISES1 year Service code 99 6401 E ALONDRA BLVD · PARAMOUNT, CA 90723 | Other Fees | $1,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 99 · EIN 47-5476782 | Other Fees | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: VOYA 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 | $111,299 | $72,607+53.3% | $90,749+22.6% | $66,914+66.3% |
| Participation rate | 63.2% | 73.7%-10.5pp | 75.7%-12.5pp | 69.8%-6.6pp |
| Annual return | -12.73% | -12.28%-0.5pp | -12.16%-0.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,830 | $3,977+46.6% | $4,564+27.7% | $4,237+37.6% |
| Admin fee / account holder | $583 | $707-17.6% | $8,445-93.1% | $593-1.8% |