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.10+ years Service code 28 · EIN 94-3129063 | Investment Management | $22,857 |
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 | $116,126 | $34,934+232.4% | $56,411+105.9% | $74,495+55.9% |
| Participation rate | 95.9% | 32.8%+63.0pp | 52.5%+43.4pp | 67.2%+28.7pp |
| Annual return | 3.86% | 25.94%-22.1pp | 1701.33%-1697.5pp | 1364.94%-1361.1pp |
| Employer contribution / active EE | $8,621 | $609+1315.5% | $1,039+730.0% | $2,623+228.7% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $91 | $2,364-96.1% | $2,829-96.8% | $1,942-95.3% |