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 | $3,934 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,228 | $91,552-58.2% | $133,956-71.5% | $79,858-52.1% |
| Participation rate | 73.7% | 73.3%+0.3pp | 79.8%-6.2pp | 69.6%+4.1pp |
| Annual return | 18.73% | 61.85%-43.1pp | 45.09%-26.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $526 | $2,384-77.9% | $3,919-86.6% | $2,471-78.7% |
| Participant deferral / active EE | $3,433 | $3,733-8.1% | $5,048-32.0% | $3,740-8.2% |
| Admin fee / account holder | $35 | $6,321-99.4% | $8,927-99.6% | $5,306-99.3% |