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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $285,795 |
THREE BELL CAPITAL LLC3 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $62,486 |
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 | $54,445 | $102,389-46.8% | $100,516-45.8% | $90,288-39.7% |
| Participation rate | 93.1% | 84.0%+9.1pp | 79.4%+13.7pp | 73.4%+19.8pp |
| Annual return | 38.22% | 22.50%+15.7pp | 30.89%+7.3pp | 53.97%-15.7pp |
| Employer contribution / active EE | $3,231 | $3,056+5.7% | $3,418-5.5% | $2,524+28.0% |
| Participant deferral / active EE | $10,733 | $7,514+42.8% | $6,270+71.2% | $4,232+153.6% |
| Admin fee / account holder | $101 | $83+21.5% | $8,081-98.7% | $114-11.3% |