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 BANK3 years Service code 15 · EIN 45-0283315 | Recordkeeping | $51,608 |
GRANT THORNTON LLP1 year Service code 27 · EIN 36-6055558 | Advisory (Plan) | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,840 | $55,449+72.8% | $83,848+14.3% | $56,287+70.3% |
| Participation rate | 85.9% | 68.0%+17.8pp | 76.1%+9.7pp | 69.9%+16.0pp |
| Annual return | -4.45% | -1.38%-3.1pp | 850.88%-855.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,156 | $2,430-52.4% | $3,631-68.2% | $2,111-45.2% |
| Participant deferral / active EE | $3,300 | $2,935+12.4% | $4,082-19.2% | $3,350-1.5% |
| Admin fee / account holder | $311 | $656-52.5% | $5,478-94.3% | $521-40.2% |