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 |
|---|---|---|
BRIDGEWATER2 years Filed as: ESTES, BRIDGEWATER & OGDEN Service code 10 · EIN 37-0265152 901 S. 2ND STREET · SPRINGFIELD, IL 62704 | Accounting | $5,200 |
Service code 15 · EIN 41-0417830 | Recordkeeping | $420 |
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 | $78,426 | $102,553-23.5% | $151,611-48.3% | $66,914+17.2% |
| Participation rate | 93.4% | 85.5%+7.9pp | 87.5%+5.9pp | 69.8%+23.6pp |
| Annual return | -7.42% | -10.82%+3.4pp | 3.33%-10.7pp | 1.58%-9.0pp |
| Employer contribution / active EE | $2,995 | $4,180-28.3% | $6,166-51.4% | $2,544+17.7% |
| Participant deferral / active EE | $5,577 | $6,641-16.0% | $8,363-33.3% | $4,237+31.6% |
| Admin fee / account holder | $51 | $630-91.9% | $11,616-99.6% | $593-91.4% |