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 |
|---|---|---|
BRIDGEWATER3 years Filed as: ESTES, BRIDGEWATER & OGDEN Service code 10 · EIN 37-0265152 901 S. 2ND STREET · SPRINGFIELD, IL 62704 | Accounting | $5,300 |
Service code 15 · EIN 41-0417830 | Recordkeeping | $280 |
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 | $89,001 | $130,194-31.6% | $169,993-47.6% | $71,457+24.6% |
| Participation rate | 90.0% | 86.1%+3.9pp | 87.0%+3.0pp | 67.9%+22.1pp |
| Annual return | 10.40% | 20.37%-10.0pp | 53.37%-43.0pp | 28.85%-18.5pp |
| Employer contribution / active EE | $3,201 | $4,381-26.9% | $6,785-52.8% | $2,588+23.7% |
| Participant deferral / active EE | $6,360 | $6,923-8.1% | $10,408-38.9% | $4,289+48.3% |
| Admin fee / account holder | $51 | $966-94.7% | $12,815-99.6% | $1,587-96.8% |