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) | $25,622 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $152,311 | $99,957+52.4% | $149,696+1.7% | $73,488+107.3% |
| Participation rate | 58.6% | 75.7%-17.1pp | 82.5%-23.8pp | 70.7%-12.0pp |
| Annual return | 11.51% | 53.87%-42.4pp | 276.60%-265.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $887 | $3,191-72.2% | $4,644-80.9% | $2,270-60.9% |
| Participant deferral / active EE | $6,542 | $6,073+7.7% | $6,842-4.4% | $3,740+74.9% |
| Admin fee / account holder | $238 | $551-56.7% | $9,309-97.4% | $513-53.6% |