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) | $15,327 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $6,711 |
PEERY & ASSOCIATES, INC.1 year Service code 17 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Pension Consulting | $6,252 |
Participant contribution per participant 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 | $38,283 | $73,933-48.2% | $96,683-60.4% | $75,163-49.1% |
| Participation rate | 97.2% | 66.4%+30.8pp | 74.3%+22.8pp | 67.2%+30.0pp |
| Annual return | 15.60% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $8,032 | $2,928+174.3% | $3,737+114.9% | $2,670+200.8% |
| Participant deferral / active EE | $772 | $3,659-78.9% | $4,878-84.2% | $4,125-81.3% |
| Admin fee / account holder | $158 | $5,216-97.0% | $6,730-97.7% | $5,651-97.2% |