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 BANK5 years Service code 15 · EIN 45-0283315 | Recordkeeping | $61,106 |
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 | $106,996 | $91,517+16.9% | $101,248+5.7% | $73,409+45.8% |
| Participation rate | 83.5% | 73.8%+9.7pp | 75.8%+7.7pp | 72.2%+11.3pp |
| Annual return | 20.13% | 17.17%+3.0pp | 46.47%-26.3pp | 59.29%-39.2pp |
| Employer contribution / active EE | $829 | $2,877-71.2% | $3,660-77.3% | $2,234-62.9% |
| Participant deferral / active EE | $2,962 | $3,338-11.3% | $4,370-32.2% | $3,805-22.2% |
| Admin fee / account holder | $224 | $216+3.7% | $5,945-96.2% | $158+41.8% |