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 | $39,523 |
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 | $85,763 | $50,464+69.9% | $75,781+13.2% | $52,331+63.9% |
| Participation rate | 96.1% | 66.8%+29.3pp | 75.8%+20.3pp | 68.1%+28.0pp |
| Annual return | 1.30% | 1.03%+0.3pp | 9.68%-8.4pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,306 | $1,988-34.3% | $3,323-60.7% | $1,882-30.6% |
| Participant deferral / active EE | $3,868 | $2,570+50.5% | $3,651+5.9% | $3,022+28.0% |
| Admin fee / account holder | $221 | $1,103-80.0% | $5,299-95.8% | $592-62.7% |