See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BELL BANK4+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $21,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,985 | $61,272-28.2% | $149,673-70.6% | $71,457-38.4% |
| Participation rate | 65.5% | 62.5%+3.0pp | 78.8%-13.2pp | 67.9%-2.4pp |
| Annual return | 15.99% | 35.85%-19.9pp | 134.42%-118.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,747 | $2,378-26.6% | $4,818-63.7% | $2,588-32.5% |
| Participant deferral / active EE | $4,101 | $2,917+40.6% | $5,680-27.8% | $4,289-4.4% |
| Admin fee / account holder | $182 | $1,261-85.6% | $13,210-98.6% | $1,587-88.5% |