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 BANK9 years Service code 10 · EIN 45-0283315 | Accounting | $50,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,625 | $62,688+9.5% | $178,014-61.4% | $77,671-11.6% |
| Participation rate | 45.0% | 66.9%-21.9pp | 77.1%-32.1pp | 70.6%-25.6pp |
| Annual return | 15.78% | 16.16%-0.4pp | 294.80%-279.0pp | 31.21%-15.4pp |
| Employer contribution / active EE | $1,663 | $1,912-13.0% | $3,950-57.9% | $2,726-39.0% |
| Participant deferral / active EE | $2,606 | $4,224-38.3% | $6,276-58.5% | $4,648-43.9% |
| Admin fee / account holder | $181 | $386-53.1% | $10,362-98.3% | $430-58.0% |