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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,055 | $45,343-80.0% | $150,298-94.0% | $67,986-86.7% |
| Participation rate | 94.1% | 51.9%+42.3pp | 77.8%+16.4pp | 57.2%+36.9pp |
| Annual return | 8.77% | 33.28%-24.5pp | 62.79%-54.0pp | 31.67%-22.9pp |
| Employer contribution / active EE | $980 | $1,462-32.9% | $4,154-76.4% | $2,019-51.4% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $69 | $2,250-96.9% | $14,116-99.5% | $3,203-97.9% |