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 |
|---|---|---|
T. ROWE PRIVE1 year Service code 15 · EIN 52-1714114 | Recordkeeping | $42,393 |
BRIDGEWEALTH ADVISORY GROUP5+ years Service code 26 · EIN 83-0769376 986 W. ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $14,689 |
PEERY & ASSOCIATES, INC.3 years Service code 17 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Pension Consulting | $11,647 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,340 | $88,634-9.4% | $101,326-20.7% | $74,304+8.1% |
| Participation rate | 94.5% | 76.9%+17.7pp | 81.5%+13.0pp | 60.3%+34.2pp |
| Annual return | 15.34% | 33.10%-17.8pp | 36.82%-21.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,747 | $2,930-6.2% | $3,665-25.0% | $2,241+22.6% |
| Participant deferral / active EE | $3,829 | $7,322-47.7% | $7,994-52.1% | $3,767+1.6% |
| Admin fee / account holder | $273 | $2,425-88.7% | $11,185-97.6% | $2,969-90.8% |