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 | $16,606 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,129 | $161,852-87.6% | $92,233-78.2% | - |
| Participation rate | 96.0% | 64.7%+31.2pp | 76.5%+19.5pp | - |
| Annual return | 20.41% | 7.35%+13.1pp | 176.28%-155.9pp | - |
| Employer contribution / active EE | $1,353 | $1,845-26.7% | $3,679-63.2% | - |
| Participant deferral / active EE | $3,695 | $2,669+38.4% | $3,897-5.2% | - |
| Admin fee / account holder | $147 | $7,254-98.0% | $5,194-97.2% | - |