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 | $61,294 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,204 | $48,064-43.4% | $78,778-65.5% | $69,631-60.9% |
| Participation rate | 96.1% | 61.6%+34.5pp | 69.2%+26.9pp | 70.7%+25.4pp |
| Annual return | 20.94% | 21.81%-0.9pp | 35.62%-14.7pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $981 | $744+31.9% | $1,986-50.6% | $2,032-51.7% |
| Participant deferral / active EE | $2,660 | $2,079+27.9% | $2,958-10.1% | $3,224-17.5% |
| Admin fee / account holder | $105 | $152-30.6% | $5,134-97.9% | $110-4.5% |