See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BELL BANK1 year Service code 15 · EIN 45-0283315 | Recordkeeping | $29,709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,951 | $62,603+61.3% | $104,294-3.2% | $66,914+50.9% |
| Participation rate | 84.4% | 59.6%+24.8pp | 73.3%+11.1pp | 69.8%+14.6pp |
| Annual return | -13.38% | -14.70%+1.3pp | 24.61%-38.0pp | 1.58%-15.0pp |
| Employer contribution / active EE | $3,797 | $1,972+92.6% | $3,372+12.6% | $2,544+49.2% |
| Participant deferral / active EE | $5,692 | $2,853+99.6% | $4,625+23.1% | $4,237+34.3% |
| Admin fee / account holder | $195 | $656-70.2% | $7,339-97.3% | $593-67.1% |