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+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $43,068 |
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 | $91,312 | $75,183+21.5% | $123,892-26.3% | $55,167+65.5% |
| Participation rate | 93.3% | 72.8%+20.5pp | 81.4%+11.9pp | 69.0%+24.3pp |
| Annual return | 8.15% | 19.01%-10.9pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $8,005 | $2,823+183.5% | $4,617+73.4% | $1,963+307.9% |
| Participant deferral / active EE | $2,989 | $5,084-41.2% | $5,984-50.1% | $3,054-2.1% |
| Admin fee / account holder | $209 | $663-68.4% | $8,357-97.5% | $504-58.5% |