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 GROUP3+ years Service code 26 · EIN 83-0769376 986 W. ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $33,946 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $14,864 |
PEERY & ASSOCIATES, INC.1 year Service code 17 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Pension Consulting | $13,847 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,915 | $69,477-18.1% | $94,646-39.9% | $71,457-20.4% |
| Participation rate | 97.0% | 78.4%+18.5pp | 80.8%+16.2pp | 67.9%+29.1pp |
| Annual return | 15.85% | 29.66%-13.8pp | 156.71%-140.9pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,453 | $2,853-14.0% | $3,672-33.2% | $2,588-5.2% |
| Participant deferral / active EE | $4,358 | $7,345-40.7% | $7,418-41.2% | $4,289+1.6% |
| Admin fee / account holder | $221 | $1,210-81.7% | $7,231-96.9% | $1,587-86.1% |