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 | $28,477 |
AMERICAN FUNDS3 years Filed as: BAYBRIDGE CAPITAL GROUP, LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $5,000 |
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 | $21,606 | $56,095-61.5% | $178,490-87.9% | $90,288-76.1% |
| Participation rate | 71.7% | 65.6%+6.1pp | 81.9%-10.2pp | 73.4%-1.7pp |
| Annual return | 15.88% | 28.81%-12.9pp | 151.07%-135.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $379 | $1,572-75.9% | $5,011-92.4% | $2,524-85.0% |
| Participant deferral / active EE | $2,254 | $2,669-15.6% | $5,202-56.7% | $4,232-46.8% |
| Admin fee / account holder | $12 | $101-88.2% | $13,984-99.9% | $114-89.6% |