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 |
|---|---|---|
BRIDGEWATER1 year Filed as: ESTES, BRIDGEWATER & OGDEN Service code 10 · EIN 37-0265152 901 S. 2ND STREET · SPRINGFIELD, IL 62704 | Accounting | $5,200 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $210 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,886 | $121,341-22.6% | $189,513-50.5% | $79,386+18.3% |
| Participation rate | 88.4% | 86.1%+2.3pp | 87.8%+0.6pp | 70.7%+17.7pp |
| Annual return | 7.55% | 21.08%-13.5pp | 555.15%-547.6pp | 116.85%-109.3pp |
| Employer contribution / active EE | $2,473 | $3,915-36.8% | $6,162-59.9% | $2,427+1.9% |
| Participant deferral / active EE | $4,631 | $6,395-27.6% | $8,221-43.7% | $4,046+14.5% |
| Admin fee / account holder | $54 | $651-91.7% | $12,045-99.6% | $626-91.4% |