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 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | Recordkeeping | $20,068 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,058 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,399 | $63,442-34.7% | $68,791-39.8% | $66,914-38.1% |
| Participation rate | 99.3% | 60.0%+39.4pp | 69.0%+30.3pp | 69.8%+29.5pp |
| Annual return | -13.71% | -8.29%-5.4pp | -6.38%-7.3pp | 1.58%-15.3pp |
| Employer contribution / active EE | $3,590 | $1,775+102.2% | $2,655+35.2% | $2,544+41.1% |
| Participant deferral / active EE | $1,502 | $2,945-49.0% | $3,941-61.9% | $4,237-64.6% |
| Admin fee / account holder | $335 | $577-41.9% | $4,932-93.2% | $593-43.5% |