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 BANK1 year Service code 15 · EIN 45-0283315 | Recordkeeping | $42,685 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,780 | $50,637+49.7% | $86,590-12.5% | $62,292+21.7% |
| Participation rate | 87.0% | 67.9%+19.1pp | 73.5%+13.5pp | 69.5%+17.5pp |
| Annual return | 11.87% | 20.80%-8.9pp | 964.84%-953.0pp | 28.90%-17.0pp |
| Employer contribution / active EE | $6,880 | $2,075+231.5% | $2,839+142.3% | $2,042+236.9% |
| Participant deferral / active EE | $1,457 | $2,611-44.2% | $3,609-59.6% | $3,169-54.0% |
| Admin fee / account holder | $227 | $413-45.1% | $4,906-95.4% | $479-52.6% |