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 BANK1 year Service code 15 · EIN 45-0283315 | Recordkeeping | $30,008 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,121 | $74,024-78.2% | $77,999-79.3% | $57,658-72.0% |
| Participation rate | 88.1% | 79.7%+8.3pp | 75.5%+12.6pp | 70.2%+17.9pp |
| Annual return | 12.55% | 12.14%+0.4pp | 425.96%-413.4pp | 5.13%+7.4pp |
| Employer contribution / active EE | $382 | $2,365-83.9% | $2,470-84.5% | $1,974-80.6% |
| Participant deferral / active EE | $1,919 | $3,533-45.7% | $3,497-45.1% | $3,061-37.3% |
| Admin fee / account holder | $59 | $93-36.8% | $5,480-98.9% | $95-37.7% |