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 | $45,608 |
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 | $117,053 | $58,726+99.3% | $92,233+26.9% | $62,292+87.9% |
| Participation rate | 92.5% | 68.3%+24.2pp | 76.5%+16.0pp | 69.5%+23.0pp |
| Annual return | 21.07% | 43.62%-22.5pp | 176.28%-155.2pp | 28.90%-7.8pp |
| Employer contribution / active EE | $1,232 | $2,392-48.5% | $3,679-66.5% | $2,042-39.7% |
| Participant deferral / active EE | $3,655 | $2,766+32.1% | $3,897-6.2% | $3,169+15.3% |
| Admin fee / account holder | $255 | $556-54.2% | $5,194-95.1% | $479-46.8% |