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 LLC6 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $17,754 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,098 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,847 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,803 | $80,673+96.8% | $101,326+56.7% | $84,808+87.3% |
| Participation rate | 92.0% | 77.8%+14.2pp | 81.5%+10.5pp | 68.3%+23.7pp |
| Annual return | 19.49% | 38.95%-19.5pp | 36.82%-17.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $6,356 | $2,698+135.6% | $3,665+73.4% | $2,631+141.6% |
| Participant deferral / active EE | $21,199 | $6,840+209.9% | $7,994+165.2% | $4,212+403.4% |
| Admin fee / account holder | $507 | $12,784-96.0% | $11,185-95.5% | $7,344-93.1% |