Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 LLC5 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $16,915 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,647 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,778 | $77,523+73.9% | $100,383+34.3% | $80,874+66.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.94% | 37.21%-23.3pp | 49.26%-35.3pp | 35.62%-21.7pp |
| Employer contribution / active EE | $4,900 | $2,801+74.9% | $3,944+24.2% | $2,756+77.8% |
| Participant deferral / active EE | $18,322 | $6,822+168.6% | $8,086+126.6% | $4,297+326.4% |
| Admin fee / account holder | $297 | $5,899-95.0% | $7,900-96.2% | $6,935-95.7% |