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 BANK3+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $3,423 |
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 | $19,743 | $66,302-70.2% | $110,238-82.1% | $56,287-64.9% |
| Participation rate | 78.4% | 74.9%+3.5pp | 79.8%-1.4pp | 69.9%+8.6pp |
| Annual return | -5.46% | -1.18%-4.3pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $859 | $2,047-58.1% | $3,826-77.6% | $2,111-59.3% |
| Participant deferral / active EE | $2,079 | $3,381-38.5% | $4,672-55.5% | $3,350-37.9% |
| Admin fee / account holder | $24 | $698-96.6% | $8,547-99.7% | $521-95.4% |