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 · EIN 47-5067434 | Advisory (Plan) | $7,837 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,777 | $60,989-11.8% | $60,874-11.7% | $66,914-19.6% |
| Participation rate | 34.8% | 74.5%-39.7pp | 73.1%-38.3pp | 69.8%-35.0pp |
| Annual return | -6.58% | -9.60%+3.0pp | 16.90%-23.5pp | 1.58%-8.2pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,020 | $3,615-71.8% | $3,817-73.3% | $4,237-75.9% |
| Admin fee / account holder | $264 | $338-22.0% | $3,224-91.8% | $593-55.5% |