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: BIDWELL CONSULTING SERVICES INC Service code 15 3251 ESPLANADE · CHICO, CA 95973 | Recordkeeping | $19,148 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,515 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,372 | $47,922-15.8% | $75,886-46.8% | $65,185-38.1% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 14.74% | 24.12%-9.4pp | 30.76%-16.0pp | 29.38%-14.6pp |
| Employer contribution / active EE | $3,245 | $1,557+108.4% | $2,500+29.8% | $2,177+49.1% |
| Participant deferral / active EE | $1,306 | $2,550-48.8% | $3,603-63.7% | $3,514-62.8% |
| Admin fee / account holder | $117 | $532-78.0% | $5,418-97.8% | $847-86.2% |