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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 99 · EIN 47-5067434 | Other Fees | $18,633 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,488 | $50,666-53.6% | $76,817-69.4% | $65,185-64.0% |
| Participation rate | 88.6% | 68.8%+19.8pp | 72.1%+16.5pp | 70.2%+18.4pp |
| Annual return | 30.99% | 28.51%+2.5pp | 1166.11%-1135.1pp | 29.38%+1.6pp |
| Employer contribution / active EE | $1 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,854 | $2,647+272.3% | $3,336+195.4% | $3,514+180.4% |
| Admin fee / account holder | $38 | $463-91.9% | $6,420-99.4% | $847-95.6% |