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 FUNDS2 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 6602 OWENS DR STE 200 · PLEASANTON, CA 94588 | Advisory (Plan) | $16,439 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,214 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,317 | $99,957-33.7% | $149,696-55.7% | $73,488-9.8% |
| Participation rate | 65.8% | 75.7%-9.9pp | 82.5%-16.7pp | 70.7%-4.9pp |
| Annual return | 22.76% | 53.87%-31.1pp | 276.60%-253.8pp | 28.51%-5.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,450 | $6,073+88.6% | $6,842+67.4% | $3,740+206.2% |
| Admin fee / account holder | $237 | $551-57.0% | $9,309-97.5% | $513-53.8% |