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 15 · EIN 45-0283315 | Recordkeeping | $8,181 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,853 | $43,075-56.2% | $74,583-74.7% | $62,891-70.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | -0.30% | 17.50%-17.8pp | 20.47%-20.8pp | 20.14%-20.4pp |
| Employer contribution / active EE | $2,325 | $1,498+55.2% | $2,525-7.9% | $2,281+1.9% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $63 | $2,840-97.8% | $4,138-98.5% | $4,296-98.5% |