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) | $11,665 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,216 | $91,407+81.8% | $135,903+22.3% | $71,457+132.6% |
| Participation rate | 55.0% | 75.7%-20.7pp | 81.9%-26.9pp | 67.9%-12.9pp |
| Annual return | 16.82% | 29.90%-13.1pp | 68.23%-51.4pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,088 | $3,703-70.6% | $4,856-77.6% | $2,588-58.0% |
| Participant deferral / active EE | $6,599 | $7,092-6.9% | $7,758-14.9% | $4,289+53.9% |
| Admin fee / account holder | $147 | $1,266-88.4% | $10,762-98.6% | $1,587-90.7% |