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 BANK2 years Service code 15 · EIN 45-0283315 | Recordkeeping | $16,068 |
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 | $30,066 | $47,977-37.3% | $154,107-80.5% | $56,287-46.6% |
| Participation rate | 79.7% | 66.2%+13.5pp | 83.0%-3.3pp | 69.9%+9.8pp |
| Annual return | -3.66% | 3.54%-7.2pp | 735.12%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,364 | $2,169-37.1% | $5,298-74.3% | $2,111-35.4% |
| Participant deferral / active EE | $1,349 | $2,392-43.6% | $5,081-73.4% | $3,350-59.7% |
| Admin fee / account holder | $134 | $438-69.4% | $13,411-99.0% | $521-74.3% |