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 BANK4 years Service code 15 · EIN 45-0283315 | Recordkeeping | $16,014 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,069 | $58,879-28.6% | $178,490-76.4% | $73,488-42.8% |
| Participation rate | 92.0% | 66.2%+25.8pp | 81.9%+10.1pp | 70.7%+21.4pp |
| Annual return | 17.18% | 24.86%-7.7pp | 151.07%-133.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,599 | $2,236-28.5% | $5,011-68.1% | $2,270-29.6% |
| Participant deferral / active EE | $1,961 | $2,567-23.6% | $5,202-62.3% | $3,740-47.6% |
| Admin fee / account holder | $127 | $400-68.3% | $13,984-99.1% | $513-75.2% |