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.4+ years Service code 27 · EIN 94-3129063 | Advisory (Plan) | $13,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,099 | $28,109+316.6% | $71,086+64.7% | $56,287+108.0% |
| Participation rate | 98.5% | 40.4%+58.1pp | 54.7%+43.9pp | 69.9%+28.7pp |
| Annual return | 0.30% | -615.05%+615.4pp | 650.59%-650.3pp | -9.96%+10.3pp |
| Employer contribution / active EE | $7,480 | $558+1241.5% | $1,088+587.7% | $2,111+254.3% |
| Participant deferral / active EE | $0 | $1,116-100.0% | $1,874-100.0% | $3,350-100.0% |
| Admin fee / account holder | $61 | $585-89.5% | $3,082-98.0% | $521-88.2% |