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 BANK5 years Service code 15 · EIN 45-0283315 | Recordkeeping | $20,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,637 | $61,156-20.5% | $185,823-73.8% | $79,386-38.7% |
| Participation rate | 93.6% | 66.6%+27.0pp | 81.7%+11.9pp | 70.7%+22.9pp |
| Annual return | 13.48% | 19.45%-6.0pp | 122.05%-108.6pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,547 | $2,321-33.4% | $5,167-70.1% | $2,427-36.3% |
| Participant deferral / active EE | $2,112 | $2,789-24.3% | $5,568-62.1% | $4,046-47.8% |
| Admin fee / account holder | $160 | $710-77.4% | $16,237-99.0% | $626-74.4% |