See peer percentile detail with Solo.
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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $17,713 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,325 |
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 | $44,489 | $79,013-43.7% | $100,391-55.7% | $74,495-40.3% |
| Participation rate | 85.1% | 79.5%+5.6pp | 81.5%+3.6pp | 67.2%+17.9pp |
| Annual return | 14.97% | 20.41%-5.4pp | 49.20%-34.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,348 | $7,760-18.2% | $8,082-21.4% | $4,346+46.1% |
| Admin fee / account holder | $114 | $1,320-91.4% | $7,899-98.6% | $1,942-94.1% |