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 | $17,475 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $888 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $145,119 | $118,337+22.6% | $189,513-23.4% | $93,030+56.0% |
| Participation rate | 86.4% | 89.1%-2.7pp | 87.8%-1.4pp | 73.9%+12.5pp |
| Annual return | 18.24% | 21.77%-3.5pp | 555.15%-536.9pp | 158.70%-140.5pp |
| Employer contribution / active EE | $1,738 | $4,204-58.7% | $6,162-71.8% | $2,706-35.8% |
| Participant deferral / active EE | $7,321 | $7,123+2.8% | $8,221-10.9% | $4,562+60.5% |
| Admin fee / account holder | $10 | $100-89.9% | $12,045-99.9% | $152-93.4% |