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 BANK8 years Service code 15 · EIN 45-0283315 | Recordkeeping | $29,095 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
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 | $138,095 | $112,686+22.5% | $169,993-18.8% | $80,160+72.3% |
| Participation rate | 87.1% | 87.4%-0.2pp | 87.0%+0.1pp | 72.9%+14.2pp |
| Annual return | 22.68% | 67.04%-44.4pp | 53.37%-30.7pp | 40.38%-17.7pp |
| Employer contribution / active EE | $2,637 | $4,481-41.2% | $6,785-61.1% | $2,978-11.4% |
| Participant deferral / active EE | $7,514 | $7,876-4.6% | $10,408-27.8% | $5,017+49.8% |
| Admin fee / account holder | $15 | $99-85.3% | $12,815-99.9% | $145-89.9% |