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 LLC4 years Service code 99 | Other Fees | $58,684 |
Service code 49 | Other Services | $9,350 |
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 LLC4 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 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,246 | $91,407-33.0% | $135,903-54.9% | $71,457-14.3% |
| Participation rate | 91.8% | 75.7%+16.1pp | 81.9%+9.9pp | 67.9%+23.9pp |
| Annual return | 22.17% | 29.90%-7.7pp | 68.23%-46.1pp | 28.85%-6.7pp |
| Employer contribution / active EE | $4,987 | $3,703+34.7% | $4,856+2.7% | $2,588+92.7% |
| Participant deferral / active EE | $19,948 | $7,092+181.3% | $7,758+157.1% | $4,289+365.1% |
| Admin fee / account holder | $95 | $1,266-92.5% | $10,762-99.1% | $1,587-94.0% |