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 BANK7+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $463 |
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 | $36,040 | $26,549+35.7% | $61,373-41.3% | $66,914-46.1% |
| Participation rate | 25.0% | 38.1%-13.1pp | 52.6%-27.6pp | 69.8%-44.8pp |
| Annual return | -18.38% | -16.21%-2.2pp | 338.61%-357.0pp | 1.58%-20.0pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $784 | $1,338-41.4% | $2,125-63.1% | $4,237-81.5% |
| Admin fee / account holder | $13 | $409-96.9% | $2,130-99.4% | $593-97.9% |