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 | $29,836 |
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).
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 | $44,247 | $95,274-53.6% | $135,903-67.4% | $74,419-40.5% |
| Participation rate | 66.9% | 78.2%-11.3pp | 81.9%-15.0pp | 70.7%-3.8pp |
| Annual return | 135.67% | 32.77%+102.9pp | 68.23%+67.4pp | 34.38%+101.3pp |
| Employer contribution / active EE | $3,100 | $3,874-20.0% | $4,856-36.2% | $2,637+17.5% |
| Participant deferral / active EE | $5,340 | $7,782-31.4% | $7,758-31.2% | $4,528+17.9% |
| Admin fee / account holder | $133 | $266-50.2% | $10,762-98.8% | $348-61.9% |