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 |
|---|---|---|
THREE BELL CAPITAL LLC6 years Service code 27 · EIN 45-3567626 545 MARKET ST PMB 72712 · SAN FRANCICSO, CA 94104 | Advisory (Plan) | $17,740 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,786 |
Service code 13 · EIN 94-2646743 4966 EL CAMINO REAL STE 212 · LOS ALTOS, CA 94022 | Contract Administrator | $3,537 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,857 | $58,208-16.1% | $81,812-40.3% | $80,856-39.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.40% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,787 | $2,340+61.8% | $2,912+30.0% | $2,755+37.5% |
| Participant deferral / active EE | $3,247 | $3,281-1.0% | $4,319-24.8% | $4,296-24.4% |
| Admin fee / account holder | $198 | $4,981-96.0% | $7,386-97.3% | $6,918-97.1% |