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 | $44,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,332 | $55,415-27.2% | $155,509-74.1% | $74,495-45.9% |
| Participation rate | 90.0% | 61.9%+28.1pp | 78.2%+11.8pp | 67.2%+22.8pp |
| Annual return | 14.43% | 268.50%-254.1pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,262 | $2,267-0.2% | $4,672-51.6% | $2,623-13.8% |
| Participant deferral / active EE | $3,313 | $2,836+16.8% | $5,626-41.1% | $4,346-23.8% |
| Admin fee / account holder | $208 | $1,738-88.0% | $15,912-98.7% | $1,942-89.3% |