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 BANK7 years Service code 15 · EIN 45-0283315 | Recordkeeping | $46,244 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,018 | $76,050+69.6% | $96,544+33.6% | $71,457+80.6% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.2pp | 67.9%+31.2pp |
| Annual return | 23.88% | 22.81%+1.1pp | 25.84%-2.0pp | 28.85%-5.0pp |
| Employer contribution / active EE | $1,331 | $2,244-40.7% | $2,965-55.1% | $2,588-48.6% |
| Participant deferral / active EE | $4,565 | $4,215+8.3% | $4,851-5.9% | $4,289+6.5% |
| Admin fee / account holder | $302 | $2,707-88.8% | $8,252-96.3% | $1,587-81.0% |