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 BANK3 years Service code 15 · EIN 45-0283315 | Recordkeeping | $38,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,401 | $62,327+128.5% | $120,354+18.3% | $74,495+91.2% |
| Participation rate | 85.8% | 56.8%+29.0pp | 71.9%+13.9pp | 67.2%+18.6pp |
| Annual return | 19.55% | 18.61%+0.9pp | 107.15%-87.6pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $4,521 | $1,843+145.3% | $3,463+30.6% | $2,623+72.4% |
| Participant deferral / active EE | $6,868 | $2,893+137.4% | $4,991+37.6% | $4,346+58.0% |
| Admin fee / account holder | $231 | $2,396-90.4% | $9,423-97.6% | $1,942-88.1% |