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 | $220,383 |
Service code 10 · EIN 52-2370901 | Accounting | $85,000 |
THREE BELL CAPITAL LLC5 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $64,844 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,225 | $87,621-35.8% | $86,436-35.0% | $77,904-27.8% |
| Participation rate | 97.9% | 85.8%+12.1pp | 80.3%+17.5pp | 73.7%+24.2pp |
| Annual return | -8.95% | -13.90%+4.9pp | 4394.89%-4403.8pp | 12.21%-21.2pp |
| Employer contribution / active EE | $5,314 | $3,474+53.0% | $3,769+41.0% | $2,848+86.6% |
| Participant deferral / active EE | $17,792 | $8,645+105.8% | $6,952+155.9% | $4,806+270.2% |
| Admin fee / account holder | $55 | $85-35.3% | $6,731-99.2% | $133-58.7% |