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 Filed as: BELL STATE BANK & TRUST Service code 15 · EIN 45-0283315 | Recordkeeping | $44,580 |
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 | $17,531 | $33,745-48.0% | $64,105-72.7% | $55,191-68.2% |
| Participation rate | 96.1% | 59.4%+36.7pp | 68.2%+27.9pp | 69.2%+26.9pp |
| Annual return | 1.00% | 4.95%-3.9pp | 791.24%-790.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $725 | $641+13.1% | $1,820-60.2% | $1,899-61.8% |
| Participant deferral / active EE | $1,797 | $1,929-6.8% | $2,822-36.3% | $3,046-41.0% |
| Admin fee / account holder | $59 | $94-38.0% | $4,499-98.7% | $91-35.6% |