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 BANK9 years Service code 15 · EIN 45-0283315 | Recordkeeping | $123,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,284 | $99,061-74.5% | $97,167-74.0% | $99,061-74.5% |
| Participation rate | 14.1% | 71.6%-57.5pp | 72.7%-58.6pp | 71.6%-57.5pp |
| Annual return | 27.90% | 17.66%+10.2pp | 75.27%-47.4pp | 17.66%+10.2pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,729-100.0% | $3,261-100.0% |
| Participant deferral / active EE | $330 | $5,331-93.8% | $4,264-92.3% | $5,331-93.8% |
| Admin fee / account holder | $94 | $109-14.0% | $5,650-98.3% | $109-14.0% |