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.6+ years Service code 27 · EIN 94-3129063 | Advisory (Plan) | $21,650 |
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 | $112,401 | $35,986+212.3% | $77,482+45.1% | $73,488+53.0% |
| Participation rate | 100.0% | 40.8%+59.2pp | 54.2%+45.8pp | 70.7%+29.3pp |
| Annual return | 7.83% | 19.26%-11.4pp | 54.79%-47.0pp | 28.51%-20.7pp |
| Employer contribution / active EE | $9,494 | $557+1603.2% | $986+862.4% | $2,270+318.2% |
| Participant deferral / active EE | $0 | $1,198-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $85 | $466-81.7% | $2,858-97.0% | $513-83.4% |