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 |
|---|---|---|
ABRIDGE PARTNERS, LLC10+ years Service code 27 · EIN 92-0121555 | Advisory (Plan) | $12,717 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,055 | $49,915-81.9% | $154,803-94.2% | $74,304-87.8% |
| Participation rate | 94.1% | 54.0%+40.2pp | 78.1%+16.0pp | 60.3%+33.8pp |
| Annual return | 8.77% | 34.06%-25.3pp | 58.88%-50.1pp | 29.43%-20.7pp |
| Employer contribution / active EE | $980 | $1,611-39.2% | $4,305-77.2% | $2,241-56.3% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $69 | $2,189-96.9% | $14,329-99.5% | $2,969-97.7% |