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 BANK2 years Service code 15 · EIN 45-0283315 | Recordkeeping | $32,598 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,108 | $57,651+110.1% | $112,229+7.9% | $71,457+69.5% |
| Participation rate | 82.1% | 58.9%+23.2pp | 72.4%+9.7pp | 67.9%+14.2pp |
| Annual return | 22.11% | 18.32%+3.8pp | 30.20%-8.1pp | 28.85%-6.7pp |
| Employer contribution / active EE | $3,671 | $1,913+91.8% | $3,430+7.0% | $2,588+41.9% |
| Participant deferral / active EE | $5,473 | $2,863+91.2% | $4,798+14.1% | $4,289+27.6% |
| Admin fee / account holder | $204 | $1,581-87.1% | $7,748-97.4% | $1,587-87.2% |