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 BANK5+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,180 | $35,986-2.2% | $77,482-54.6% | $73,488-52.1% |
| Participation rate | 26.7% | 40.8%-14.1pp | 54.2%-27.5pp | 70.7%-44.0pp |
| Annual return | 18.55% | 19.26%-0.7pp | 54.79%-36.2pp | 28.51%-10.0pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $536 | $1,198-55.3% | $1,861-71.2% | $3,740-85.7% |
| Admin fee / account holder | $3 | $466-99.4% | $2,858-99.9% | $513-99.5% |