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 FUNDS1 year Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 6602 OWENS DR STE 200 · PLEASANTON, CA 94588 | Advisory (Plan) | $8,820 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,958 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $563 |
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 | $29,196 | $52,293-44.2% | $178,490-83.6% | $73,409-60.2% |
| Participation rate | 87.9% | 65.3%+22.6pp | 81.9%+6.0pp | 72.2%+15.7pp |
| Annual return | -7.95% | 34.75%-42.7pp | 151.07%-159.0pp | 59.29%-67.2pp |
| Employer contribution / active EE | $1,241 | $1,735-28.5% | $5,011-75.2% | $2,234-44.4% |
| Participant deferral / active EE | $3,606 | $2,332+54.6% | $5,202-30.7% | $3,805-5.2% |
| Admin fee / account holder | $104 | $127-18.2% | $13,984-99.3% | $158-34.0% |