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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,881 |
AMERICAN FUNDS2 years Filed as: BAYBRIDGE CAPITAL GROUP, LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $6,375 |
Form 5500 reported that benefits due were not provided when due.
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 | $18,894 | $47,456-60.2% | $172,739-89.1% | $77,787-75.7% |
| Participation rate | 70.5% | 66.3%+4.2pp | 82.6%-12.2pp | 73.2%-2.8pp |
| Annual return | 22.01% | 35.57%-13.6pp | 802.84%-780.8pp | 32.57%-10.6pp |
| Employer contribution / active EE | $385 | $1,574-75.5% | $5,143-92.5% | $2,504-84.6% |
| Participant deferral / active EE | $2,004 | $2,560-21.7% | $5,198-61.4% | $3,967-49.5% |
| Admin fee / account holder | $19 | $81-76.3% | $13,954-99.9% | $100-80.8% |