See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS, LLC Service code 99 | Other Fees | $45,977 |
Service code 49 · EIN 13-3180178 | Other Services | $4,931 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS LLC Service code 49 · EIN 47-5476782 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,439 | $130,194-36.7% | $169,993-51.5% | $71,457+15.4% |
| Participation rate | 66.7% | 86.1%-19.5pp | 87.0%-20.3pp | 67.9%-1.3pp |
| Annual return | 16.30% | 20.37%-4.1pp | 53.37%-37.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $3,155 | $4,381-28.0% | $6,785-53.5% | $2,588+21.9% |
| Participant deferral / active EE | $7,050 | $6,923+1.8% | $10,408-32.3% | $4,289+64.4% |
| Admin fee / account holder | $160 | $966-83.5% | $12,815-98.8% | $1,587-89.9% |