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 | $32,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,120 | $74,188-68.8% | $115,756-80.0% | $64,808-64.3% |
| Participation rate | 42.6% | 76.2%-33.6pp | 77.1%-34.5pp | 71.5%-28.9pp |
| Annual return | -12.51% | -11.81%-0.7pp | 143.14%-155.6pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,425 | $3,365-57.6% | $3,793-62.4% | $2,506-43.1% |
| Participant deferral / active EE | $3,131 | $5,294-40.9% | $6,254-49.9% | $4,310-27.4% |
| Admin fee / account holder | $147 | $148-0.8% | $8,124-98.2% | $188-21.6% |