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 10 · EIN 45-0283315 | Accounting | $41,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,471 | $44,229-17.5% | $155,790-76.6% | $55,191-33.9% |
| Participation rate | 58.1% | 60.8%-2.7pp | 76.1%-18.0pp | 69.2%-11.1pp |
| Annual return | 1.02% | 0.37%+0.6pp | 71.54%-70.5pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,284 | $1,317-2.5% | $3,836-66.5% | $1,899-32.4% |
| Participant deferral / active EE | $1,878 | $2,851-34.1% | $4,797-60.8% | $3,046-38.3% |
| Admin fee / account holder | $182 | $86+110.7% | $7,478-97.6% | $91+100.1% |