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.5+ years Service code 27 · EIN 94-3129063 | Advisory (Plan) | $18,427 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,195 | $31,679+260.5% | $74,701+52.9% | $65,185+75.2% |
| Participation rate | 99.3% | 40.4%+58.9pp | 54.5%+44.8pp | 70.2%+29.1pp |
| Annual return | -0.64% | 39.04%-39.7pp | 752.92%-753.6pp | 29.38%-30.0pp |
| Employer contribution / active EE | $7,373 | $566+1202.5% | $1,084+580.4% | $2,177+238.7% |
| Participant deferral / active EE | $0 | $1,191-100.0% | $1,964-100.0% | $3,514-100.0% |
| Admin fee / account holder | $81 | $379-78.6% | $3,333-97.6% | $847-90.4% |