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 |
|---|---|---|
Filed as: BRIDGEWEALTH ADVISORY GROUP LLC Service code 26 986 W. ALLUVIAL AVE. STE. 101 · FRESNO, CA 937115701 | Advisory (Participants) | $35,274 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,597 | $65,061+48.5% | $143,757-32.8% | $66,914+44.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -18.66% | -11.14%-7.5pp | -0.04%-18.6pp | 1.58%-20.2pp |
| Employer contribution / active EE | $8,574 | $2,361+263.2% | $4,951+73.2% | $2,544+237.0% |
| Participant deferral / active EE | $7,974 | $2,919+173.2% | $5,637+41.5% | $4,237+88.2% |
| Admin fee / account holder | $290 | $502-42.2% | $14,673-98.0% | $593-51.1% |