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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $45,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,206 | $34,932+312.8% | $56,441+155.5% | $74,546+93.4% |
| Participation rate | 84.9% | 32.9%+52.0pp | 52.5%+32.4pp | 67.2%+17.7pp |
| Annual return | 14.47% | 24.90%-10.4pp | 1704.21%-1689.7pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $2,652 | $608+335.9% | $1,039+155.2% | $2,624+1.0% |
| Participant deferral / active EE | $4,556 | $1,173+288.5% | $1,953+133.3% | $4,347+4.8% |
| Admin fee / account holder | $189 | $2,359-92.0% | $2,829-93.3% | $1,944-90.3% |