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.7+ years Service code 27 · EIN 94-3129063 | Advisory (Plan) | $17,749 |
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 | $124,955 | $39,286+218.1% | $80,716+54.8% | $79,386+57.4% |
| Participation rate | 89.7% | 41.0%+48.7pp | 54.2%+35.5pp | 70.7%+19.0pp |
| Annual return | -8.25% | 98.95%-107.2pp | 87.28%-95.5pp | 116.85%-125.1pp |
| Employer contribution / active EE | $13,260 | $594+2133.0% | $1,160+1043.1% | $2,427+446.2% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,146-100.0% | $4,046-100.0% |
| Admin fee / account holder | $82 | $647-87.3% | $3,380-97.6% | $626-86.9% |