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 | $14,684 |
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 | $36,056 | $52,953-31.9% | $172,739-79.1% | $65,185-44.7% |
| Participation rate | 84.4% | 66.2%+18.2pp | 82.6%+1.8pp | 70.2%+14.2pp |
| Annual return | 18.22% | 30.12%-11.9pp | 802.84%-784.6pp | 29.38%-11.2pp |
| Employer contribution / active EE | $1,435 | $2,190-34.5% | $5,143-72.1% | $2,177-34.1% |
| Participant deferral / active EE | $1,591 | $2,471-35.6% | $5,198-69.4% | $3,514-54.7% |
| Admin fee / account holder | $122 | $472-74.1% | $13,954-99.1% | $847-85.6% |