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 BANK1 year Service code 15 · EIN 45-0283315 | Recordkeeping | $13,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,332 | $89,652-52.8% | $141,162-70.0% | $65,185-35.1% |
| Participation rate | 28.7% | 74.7%-46.0pp | 82.5%-53.8pp | 70.2%-41.5pp |
| Annual return | 108.11% | 32.79%+75.3pp | 71.39%+36.7pp | 29.38%+78.7pp |
| Employer contribution / active EE | $913 | $3,065-70.2% | $4,735-80.7% | $2,177-58.1% |
| Participant deferral / active EE | $2,114 | $5,691-62.9% | $6,709-68.5% | $3,514-39.8% |
| Admin fee / account holder | $257 | $569-54.8% | $10,261-97.5% | $847-69.6% |