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 |
|---|---|---|
AMERICAN FUNDS5 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 3411 RICHMOND AVE STE 750 · HOUSTON, TX 77046 | Advisory (Plan) | $21,939 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,737 |
LEE CPA AUDIT GROUP1 year Service code 10 5056 SUNRISE BLVD STE B1 · FAIR OAKS, CA 95628 | Accounting | $7,950 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $60 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,204 | $91,407-16.6% | $135,903-43.9% | $71,457+6.6% |
| Participation rate | 77.8% | 75.7%+2.1pp | 81.9%-4.1pp | 67.9%+9.9pp |
| Annual return | 25.67% | 29.90%-4.2pp | 68.23%-42.6pp | 28.85%-3.2pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $15,487 | $7,092+118.4% | $7,758+99.6% | $4,289+261.1% |
| Admin fee / account holder | $227 | $1,266-82.0% | $10,762-97.9% | $1,587-85.7% |