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.8+ years Service code 27 · EIN 94-3129063 | Advisory (Plan) | $19,987 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,836 | $26,549+355.1% | $61,373+96.9% | $66,914+80.6% |
| Participation rate | 97.9% | 38.1%+59.8pp | 52.6%+45.3pp | 69.8%+28.1pp |
| Annual return | 4.35% | -16.21%+20.6pp | 338.61%-334.3pp | 1.58%+2.8pp |
| Employer contribution / active EE | $8,865 | $651+1260.9% | $1,159+664.6% | $2,544+248.4% |
| Participant deferral / active EE | $0 | $1,338-100.0% | $2,125-100.0% | $4,237-100.0% |
| Admin fee / account holder | $85 | $409-79.2% | $2,130-96.0% | $593-85.7% |