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 BANK2+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $3,352 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,854 | $71,192-73.5% | $117,854-84.0% | $62,292-69.7% |
| Participation rate | 76.0% | 74.2%+1.8pp | 79.7%-3.7pp | 69.5%+6.5pp |
| Annual return | 13.14% | 18.66%-5.5pp | 335.08%-321.9pp | 28.90%-15.8pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,807 | $3,189-43.3% | $4,482-59.7% | $3,169-43.0% |
| Admin fee / account holder | $24 | $587-96.0% | $8,020-99.7% | $479-95.0% |