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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $63,773 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS, LLC Service code 27 · EIN 47-5457782 | Advisory (Plan) | $16,791 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,768 | $44,764-38.0% | $68,791-59.6% | $64,808-57.2% |
| Participation rate | 99.8% | 64.8%+35.1pp | 69.0%+30.8pp | 71.5%+28.4pp |
| Annual return | -15.73% | -10.91%-4.8pp | -6.38%-9.4pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,005 | $1,775-43.4% | $2,655-62.1% | $2,506-59.9% |
| Participant deferral / active EE | $4,679 | $3,238+44.5% | $3,941+18.7% | $4,310+8.5% |
| Admin fee / account holder | $97 | $151-36.2% | $4,932-98.0% | $188-48.6% |