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 5-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 |
|---|---|---|
BRIDGEWEALTH ADVISORY GROUP1+ years Service code 26 · EIN 83-0769376 986 W. ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $42,914 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $2,381 |
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 | $40,827 | $73,638-44.6% | $108,410-62.3% | $79,386-48.6% |
| Participation rate | 95.2% | 77.4%+17.8pp | 80.1%+15.0pp | 70.7%+24.5pp |
| Annual return | 14.76% | 33.27%-18.5pp | 905.27%-890.5pp | 116.85%-102.1pp |
| Employer contribution / active EE | $2,075 | $2,397-13.4% | $3,558-41.7% | $2,427-14.5% |
| Participant deferral / active EE | $3,403 | $6,218-45.3% | $6,563-48.2% | $4,046-15.9% |
| Admin fee / account holder | $93 | $638-85.5% | $7,295-98.7% | $626-85.2% |