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 | $46,461 |
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 | $94,278 | $52,884+78.3% | $84,750+11.2% | $55,167+70.9% |
| Participation rate | 97.7% | 67.5%+30.2pp | 76.6%+21.1pp | 69.0%+28.7pp |
| Annual return | 8.83% | 18.03%-9.2pp | 22.78%-13.9pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,334 | $2,233-40.3% | $3,574-62.7% | $1,963-32.0% |
| Participant deferral / active EE | $3,859 | $2,644+46.0% | $3,712+4.0% | $3,054+26.4% |
| Admin fee / account holder | $251 | $581-56.8% | $5,332-95.3% | $504-50.2% |