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 LLC3 years Service code 99 | Other Fees | $47,548 |
Service code 49 | Other Services | $7,772 |
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 LLC3 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 | $46,001 | $84,487-45.6% | $125,339-63.3% | $66,914-31.3% |
| Participation rate | 95.8% | 76.4%+19.4pp | 82.4%+13.5pp | 69.8%+26.0pp |
| Annual return | -14.79% | -8.39%-6.4pp | 572.05%-586.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,802 | $3,553+7.0% | $4,814-21.0% | $2,544+49.4% |
| Participant deferral / active EE | $15,208 | $6,781+124.3% | $7,446+104.2% | $4,237+258.9% |
| Admin fee / account holder | $60 | $685-91.3% | $10,010-99.4% | $593-89.9% |