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 10-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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: BAYBRIDGE CAPITAL GROUP, LLC Service code 15 · EIN 47-5067434 | Recordkeeping | $14,444 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,172 | $89,355-38.3% | $141,162-60.9% | $72,985-24.4% |
| Participation rate | 88.1% | 75.1%+13.0pp | 82.5%+5.7pp | 69.5%+18.6pp |
| Annual return | 2.54% | 111.85%-109.3pp | 71.39%-68.9pp | 81.00%-78.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,463 | $5,418+19.3% | $6,709-3.7% | $3,607+79.2% |
| Admin fee / account holder | $153 | $5,958-97.4% | $10,261-98.5% | $5,124-97.0% |