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 GROUP3 years Filed as: BRIDGEWEALTH ADVISORY GROUP LLC Service code 26 986 W. ALLUVIAL AVE. STE. 101 · FRESNO, CA 937115701 | Advisory (Participants) | $76,101 |
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 | $130,163 | $55,415+134.9% | $155,509-16.3% | $74,495+74.7% |
| Participation rate | 98.5% | 61.9%+36.6pp | 78.2%+20.3pp | 67.2%+31.3pp |
| Annual return | 22.94% | 268.50%-245.6pp | 64.67%-41.7pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $8,256 | $2,267+264.2% | $4,672+76.7% | $2,623+214.8% |
| Participant deferral / active EE | $7,688 | $2,836+171.1% | $5,626+36.7% | $4,346+76.9% |
| Admin fee / account holder | $555 | $1,738-68.1% | $15,912-96.5% | $1,942-71.4% |