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 | $239,227 |
AMERICAN FUNDS5 years Filed as: BAYBRIDGE CAPITAL GROUP, LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $21,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,345 | $45,000-50.3% | $143,757-84.5% | $77,904-71.3% |
| Participation rate | 69.9% | 66.8%+3.1pp | 80.3%-10.4pp | 73.7%-3.7pp |
| Annual return | -16.67% | 29.03%-45.7pp | -0.04%-16.6pp | 12.21%-28.9pp |
| Employer contribution / active EE | $872 | $1,870-53.4% | $4,951-82.4% | $2,848-69.4% |
| Participant deferral / active EE | $2,820 | $3,157-10.7% | $5,637-50.0% | $4,806-41.3% |
| Admin fee / account holder | $87 | $98-11.2% | $14,673-99.4% | $133-34.0% |