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 GROUP4+ years Service code 26 · EIN 83-0769376 986 W. ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $20,639 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $7,050 |
PEERY & ASSOCIATES, INC.2 years Service code 17 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Pension Consulting | $5,995 |
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 | $48,591 | $81,460-40.4% | $103,333-53.0% | $80,856-39.9% |
| Participation rate | 97.3% | 66.8%+30.5pp | 74.5%+22.8pp | 67.6%+29.7pp |
| Annual return | 11.47% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $8,258 | $3,105+165.9% | $3,868+113.5% | $2,755+199.8% |
| Participant deferral / active EE | $664 | $3,869-82.8% | $5,057-86.9% | $4,296-84.5% |
| Admin fee / account holder | $207 | $6,566-96.8% | $8,355-97.5% | $6,918-97.0% |