See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BIDWELL CONSULTING SERVICES, INC Service code 15 · EIN 20-3039384 2561 CALIFORNIA PARK DR · CHICO, CA 95928 | Recordkeeping | $38,480 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 45-0404698 1655 43RD STREET SOUTH · FARGO, ND 58103 | Recordkeeping | $28,986 |
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 | $14,428 | $55,415-74.0% | $155,509-90.7% | $74,495-80.6% |
| Participation rate | 81.1% | 61.9%+19.2pp | 78.2%+2.9pp | 67.2%+13.9pp |
| Annual return | 12.09% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,970 | $2,267-13.1% | $4,672-57.8% | $2,623-24.9% |
| Participant deferral / active EE | $3,568 | $2,836+25.8% | $5,626-36.6% | $4,346-17.9% |
| Admin fee / account holder | $153 | $1,738-91.2% | $15,912-99.0% | $1,942-92.1% |