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 | $461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,612 | $28,109-12.4% | $71,086-65.4% | $56,287-56.3% |
| Participation rate | 20.3% | 40.4%-20.1pp | 54.7%-34.4pp | 69.9%-49.6pp |
| Annual return | -6.45% | -615.05%+608.6pp | 650.59%-657.0pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $536 | $1,116-52.0% | $1,874-71.4% | $3,350-84.0% |
| Admin fee / account holder | $14 | $585-97.7% | $3,082-99.6% | $521-97.4% |