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 Service code 15 · EIN 45-0283315 | Recordkeeping | $11,077 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,078 | $50,464-82.0% | $75,781-88.0% | $52,331-82.7% |
| Participation rate | 89.9% | 66.8%+23.1pp | 75.8%+14.1pp | 68.1%+21.8pp |
| Annual return | -5.12% | 1.03%-6.1pp | 9.68%-14.8pp | 4.54%-9.7pp |
| Employer contribution / active EE | $1,355 | $1,988-31.9% | $3,323-59.2% | $1,882-28.0% |
| Participant deferral / active EE | $3,439 | $2,570+33.8% | $3,651-5.8% | $3,022+13.8% |
| Admin fee / account holder | $96 | $1,103-91.3% | $5,299-98.2% | $592-83.7% |