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: BANCWEST INVESTMENT SERVICES, INC Service code 27 · EIN 13-6318472 | Advisory (Plan) | $22,259 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $128,748 | $73,102+76.1% | $123,544+4.2% | $56,287+128.7% |
| Participation rate | 49.3% | 74.3%-25.0pp | 82.3%-33.0pp | 69.9%-20.5pp |
| Annual return | -2.77% | 3.01%-5.8pp | 119.20%-122.0pp | -9.96%+7.2pp |
| Employer contribution / active EE | $812 | $2,977-72.7% | $4,628-82.4% | $2,111-61.5% |
| Participant deferral / active EE | $5,617 | $5,423+3.6% | $6,426-12.6% | $3,350+67.7% |
| Admin fee / account holder | $215 | $554-61.2% | $9,284-97.7% | $521-58.7% |