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 BANK3 years Service code 15 · EIN 45-0283315 | Recordkeeping | $32,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,744 | $65,376+64.8% | $87,100+23.7% | $65,185+65.3% |
| Participation rate | 97.3% | 75.3%+21.9pp | 76.9%+20.4pp | 70.2%+27.1pp |
| Annual return | 25.00% | 31.27%-6.3pp | 28.19%-3.2pp | 29.38%-4.4pp |
| Employer contribution / active EE | $1,365 | $1,822-25.1% | $2,521-45.9% | $2,177-37.3% |
| Participant deferral / active EE | $4,660 | $3,388+37.5% | $4,049+15.1% | $3,514+32.6% |
| Admin fee / account holder | $309 | $520-40.6% | $7,497-95.9% | $847-63.6% |