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 10-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 BANK8 years Service code 15 · EIN 45-0283315 | Recordkeeping | $54,727 |
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 | $37,634 | $89,588-58.0% | $136,007-72.3% | $77,643-51.5% |
| Participation rate | 42.4% | 74.3%-31.9pp | 76.5%-34.1pp | 70.6%-28.2pp |
| Annual return | 16.87% | 17.42%-0.5pp | 579.32%-562.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,692 | $3,491-51.5% | $4,217-59.9% | $2,726-37.9% |
| Participant deferral / active EE | $3,882 | $5,591-30.6% | $7,025-44.7% | $4,647-16.5% |
| Admin fee / account holder | $201 | $539-62.7% | $6,858-97.1% | $430-53.3% |