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 |
|---|---|---|
BRIDGEWATER4 years Filed as: ESTES, BRIDGEWATER & OGDEN Service code 10 · EIN 37-0265152 901 S 2ND STREET · SPRINGFIELD, IL 62704 | Accounting | $5,500 |
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 | $103,629 | $122,239-15.2% | $184,203-43.7% | $74,495+39.1% |
| Participation rate | 87.8% | 85.5%+2.3pp | 86.8%+1.0pp | 67.2%+20.6pp |
| Annual return | 9.96% | 19.95%-10.0pp | 28.81%-18.9pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $3,182 | $4,537-29.9% | $6,427-50.5% | $2,623+21.3% |
| Participant deferral / active EE | $6,200 | $7,139-13.1% | $9,131-32.1% | $4,346+42.7% |
| Admin fee / account holder | $60 | $1,260-95.2% | $13,901-99.6% | $1,942-96.9% |