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 |
|---|---|---|
BRIDGEWEALTH ADVISORY GROUP2 years Filed as: BRIDGEWEALTH ADVISORY GROUP LLC Service code 26 986 W. ALLUVIAL AVE. STE. 101 · FRESNO, CA 937115701 | Advisory (Participants) | $57,586 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,810 | $61,272+74.3% | $149,673-28.6% | $71,457+49.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.08% | 35.85%-17.8pp | 134.42%-116.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $8,000 | $2,378+236.4% | $4,818+66.1% | $2,588+209.2% |
| Participant deferral / active EE | $7,334 | $2,917+151.4% | $5,680+29.1% | $4,289+71.0% |
| Admin fee / account holder | $459 | $1,261-63.6% | $13,210-96.5% | $1,587-71.1% |