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 BANK8 years Service code 15 · EIN 45-0283315 | Recordkeeping | $99,094 |
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 | $19,615 | $103,482-81.0% | $95,745-79.5% | $103,482-81.0% |
| Participation rate | 15.9% | 73.3%-57.3pp | 72.3%-56.3pp | 73.3%-57.3pp |
| Annual return | 29.53% | 33.11%-3.6pp | 28.35%+1.2pp | 33.11%-3.6pp |
| Employer contribution / active EE | $0 | $3,208-100.0% | $2,835-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $368 | $5,207-92.9% | $4,245-91.3% | $5,207-92.9% |
| Admin fee / account holder | $75 | $114-34.6% | $5,678-98.7% | $114-34.6% |