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 BANK2+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $50,753 |
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 | $114,171 | $80,753+41.4% | $136,294-16.2% | $62,292+83.3% |
| Participation rate | 89.4% | 73.5%+15.8pp | 81.9%+7.4pp | 69.5%+19.8pp |
| Annual return | 15.13% | 35.83%-20.7pp | 5155.94%-5140.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $8,109 | $2,884+181.2% | $4,695+72.7% | $2,042+297.1% |
| Participant deferral / active EE | $3,142 | $5,164-39.2% | $6,247-49.7% | $3,169-0.9% |
| Admin fee / account holder | $253 | $525-51.9% | $9,243-97.3% | $479-47.3% |