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 GROUP4 years Filed as: BRIDGEWEALTH ADVISORY GROUP LLC Service code 26 986 W ALLUVIAL AVE · FRESNO, CA 937115701 | Advisory (Participants) | $98,247 |
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 | $154,068 | $49,915+208.7% | $154,803-0.5% | $74,304+107.3% |
| Participation rate | 99.3% | 54.0%+45.4pp | 78.1%+21.2pp | 60.3%+39.0pp |
| Annual return | 16.72% | 34.06%-17.3pp | 58.88%-42.2pp | 29.43%-12.7pp |
| Employer contribution / active EE | $8,944 | $1,611+455.1% | $4,305+107.7% | $2,241+299.1% |
| Participant deferral / active EE | $8,261 | $2,255+266.4% | $5,540+49.1% | $3,767+119.3% |
| Admin fee / account holder | $667 | $2,189-69.6% | $14,329-95.3% | $2,969-77.5% |