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 BANK6+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $216 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,708 | $39,286+3.6% | $80,716-49.6% | $79,386-48.7% |
| Participation rate | 28.2% | 41.0%-12.8pp | 54.2%-26.0pp | 70.7%-42.5pp |
| Annual return | 14.27% | 98.95%-84.7pp | 87.28%-73.0pp | 116.85%-102.6pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $659 | $1,264-47.9% | $2,146-69.3% | $4,046-83.7% |
| Admin fee / account holder | $6 | $647-99.1% | $3,380-99.8% | $626-99.1% |