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 |
|---|---|---|
BELL BANK1 year Service code 15 · EIN 45-0283315 | Recordkeeping | $16,143 |
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 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 | $29,745 | $55,453-46.4% | $170,442-82.5% | $62,292-52.2% |
| Participation rate | 78.8% | 66.4%+12.5pp | 83.6%-4.8pp | 69.5%+9.3pp |
| Annual return | 10.30% | 21.38%-11.1pp | 205.93%-195.6pp | 28.90%-18.6pp |
| Employer contribution / active EE | $1,027 | $2,164-52.5% | $5,433-81.1% | $2,042-49.7% |
| Participant deferral / active EE | $1,088 | $2,303-52.7% | $4,939-78.0% | $3,169-65.7% |
| Admin fee / account holder | $127 | $455-72.1% | $13,880-99.1% | $479-73.5% |