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 BANK9 years Service code 15 · EIN 45-0283315 | Recordkeeping | $32,944 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,114 | $148,970+5.5% | $136,007+15.5% | $199,593-21.3% |
| Participation rate | 87.8% | 79.4%+8.4pp | 76.5%+11.3pp | 72.0%+15.8pp |
| Annual return | 18.09% | 27.07%-9.0pp | 579.32%-561.2pp | 34.25%-16.2pp |
| Employer contribution / active EE | $2,643 | $3,561-25.8% | $4,217-37.3% | $3,034-12.9% |
| Participant deferral / active EE | $7,473 | $6,140+21.7% | $7,025+6.4% | $5,087+46.9% |
| Admin fee / account holder | $16 | $144-88.7% | $6,858-99.8% | $269-94.0% |