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 BANK8 years Service code 15 · EIN 45-0283315 | Recordkeeping | $50,538 |
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 | $136,602 | $79,171+72.5% | $102,423+33.4% | $74,495+83.4% |
| Participation rate | 96.7% | 74.8%+21.9pp | 76.5%+20.3pp | 67.2%+29.5pp |
| Annual return | 14.66% | 54.93%-40.3pp | 29.32%-14.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,082 | $2,362-11.9% | $3,023-31.1% | $2,623-20.6% |
| Participant deferral / active EE | $4,268 | $4,415-3.3% | $5,053-15.5% | $4,346-1.8% |
| Admin fee / account holder | $320 | $2,001-84.0% | $9,451-96.6% | $1,942-83.5% |