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 BANK7 years Service code 15 · EIN 45-0283315 | Recordkeeping | $19,343 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,801 | $61,272-8.9% | $149,673-62.7% | $71,457-21.9% |
| Participation rate | 87.0% | 62.5%+24.5pp | 78.8%+8.3pp | 67.9%+19.1pp |
| Annual return | 17.55% | 35.85%-18.3pp | 134.42%-116.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,718 | $2,378-27.8% | $4,818-64.3% | $2,588-33.6% |
| Participant deferral / active EE | $2,562 | $2,917-12.2% | $5,680-54.9% | $4,289-40.3% |
| Admin fee / account holder | $170 | $1,261-86.5% | $13,210-98.7% | $1,587-89.3% |