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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $9,742 |
AMERICAN FUNDS5 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $9,716 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$194 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,015 | $88,634-40.2% | $101,326-47.7% | $74,304-28.7% |
| Participation rate | 84.5% | 76.9%+7.6pp | 81.5%+3.0pp | 60.3%+24.1pp |
| Annual return | 18.80% | 33.10%-14.3pp | 36.82%-18.0pp | 29.43%-10.6pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,388 | $7,322-12.8% | $7,994-20.1% | $3,767+69.6% |
| Admin fee / account holder | $118 | $2,425-95.1% | $11,185-98.9% | $2,969-96.0% |