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 | $43,731 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,242 | $106,028-45.1% | $146,958-60.4% | $77,643-25.0% |
| Participation rate | 37.9% | 78.4%-40.5pp | 82.2%-44.3pp | 70.6%-32.7pp |
| Annual return | 19.37% | 56.73%-37.4pp | 418.34%-399.0pp | 31.24%-11.9pp |
| Employer contribution / active EE | $1,717 | $4,063-57.7% | $4,933-65.2% | $2,726-37.0% |
| Participant deferral / active EE | $3,419 | $7,990-57.2% | $8,070-57.6% | $4,647-26.4% |
| Admin fee / account holder | $188 | $337-44.4% | $12,998-98.6% | $430-56.4% |