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 Service code 63 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | 12b-1 Fees | $3,300 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,448 | $65,061-54.7% | $143,757-79.5% | $66,914-56.0% |
| Participation rate | 76.3% | 65.2%+11.1pp | 80.3%-4.0pp | 69.8%+6.5pp |
| Annual return | -16.38% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,635 | $2,361+11.6% | $4,951-46.8% | $2,544+3.5% |
| Participant deferral / active EE | $2,471 | $2,919-15.3% | $5,637-56.2% | $4,237-41.7% |
| Admin fee / account holder | $21 | $502-95.8% | $14,673-99.9% | $593-96.4% |