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 | $49,272 |
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 | $134,744 | $110,699+21.7% | $177,821-24.2% | $90,288+49.2% |
| Participation rate | 86.3% | 88.3%-2.0pp | 87.7%-1.4pp | 73.4%+12.9pp |
| Annual return | 18.52% | 22.79%-4.3pp | 48.32%-29.8pp | 53.97%-35.4pp |
| Employer contribution / active EE | $1,555 | $4,118-62.3% | $5,918-73.7% | $2,524-38.4% |
| Participant deferral / active EE | $6,777 | $6,731+0.7% | $7,714-12.1% | $4,232+60.1% |
| Admin fee / account holder | $32 | $90-64.1% | $12,427-99.7% | $114-71.7% |