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 | $11,510 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,975 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,813 | $51,045-10.2% | $70,515-35.0% | $71,457-35.9% |
| Participation rate | 95.2% | 59.4%+35.7pp | 68.3%+26.8pp | 67.9%+27.2pp |
| Annual return | 10.65% | 42.63%-32.0pp | 32.77%-22.1pp | 28.85%-18.2pp |
| Employer contribution / active EE | $3,430 | $1,790+91.6% | $2,973+15.4% | $2,588+32.6% |
| Participant deferral / active EE | $1,247 | $3,026-58.8% | $4,567-72.7% | $4,289-70.9% |
| Admin fee / account holder | $181 | $1,994-90.9% | $6,412-97.2% | $1,587-88.6% |