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 INVESTMENT ADVISORS, INC.1+ years Service code 27 · EIN 94-3129063 | Advisory (Plan) | $8,158 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,049 | $26,805+273.2% | $59,496+68.2% | $52,331+91.2% |
| Participation rate | 98.5% | 39.3%+59.2pp | 54.6%+44.0pp | 68.1%+30.4pp |
| Annual return | 12.90% | 2.61%+10.3pp | 182.05%-169.2pp | 4.54%+8.4pp |
| Employer contribution / active EE | $6,176 | $450+1272.7% | $1,153+435.7% | $1,882+228.2% |
| Participant deferral / active EE | $0 | $916-100.0% | $1,829-100.0% | $3,022-100.0% |
| Admin fee / account holder | $39 | $305-87.3% | $2,232-98.3% | $592-93.4% |