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 PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $21,340 |
BRIDGEWEALTH ADVISORY GROUP2+ years Service code 26 · EIN 83-0769376 986 W. ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $7,627 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,577 | $64,707-45.0% | $112,228-68.3% | $68,494-48.1% |
| Participation rate | 97.6% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.8pp |
| Annual return | -21.56% | -11.40%-10.2pp | 27.45%-49.0pp | -7.84%-13.7pp |
| Employer contribution / active EE | $13,602 | $2,746+395.4% | $3,635+274.2% | $2,596+423.9% |
| Participant deferral / active EE | $892 | $3,565-75.0% | $4,728-81.1% | $4,027-77.8% |
| Admin fee / account holder | $200 | $5,232-96.2% | $6,410-96.9% | $5,403-96.3% |