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 |
|---|---|---|
THREE BELL CAPITAL LLC2 years Service code 99 | Other Fees | $41,239 |
Service code 49 | Other Services | $6,265 |
Filed as: RETIREMENT ADMINISTRATION, INC Service code 49 · EIN 94-2646743 4966 EL CAMINO REAL STE 213 · LOS ALTOS, CA 94088 | Other Services | $0 |
THREE BELL CAPITAL LLC2 years Filed as: THREE BELL CAPITAL, LLC Service code 99 · EIN 45-3567626 4 MAIN STREET, STE 230 · LOS ALTOS, CA 94022 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,696 | $104,475-55.3% | $159,436-70.7% | $79,386-41.2% |
| Participation rate | 92.6% | 76.6%+16.0pp | 82.8%+9.8pp | 70.7%+21.9pp |
| Annual return | 26.08% | 67.95%-41.9pp | 263.57%-237.5pp | 116.85%-90.8pp |
| Employer contribution / active EE | $2,854 | $3,417-16.5% | $4,829-40.9% | $2,427+17.6% |
| Participant deferral / active EE | $11,415 | $6,467+76.5% | $7,352+55.3% | $4,046+182.2% |
| Admin fee / account holder | $37 | $711-94.8% | $10,799-99.7% | $626-94.1% |