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 LLC1 year Filed as: THREE BELL CAPITAL, LLC Service code 26 4 MAIN STREET · LOS ALTOS, CA 94022 | Advisory (Participants) | $5,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,680 | $99,957-71.3% | $149,696-80.8% | $73,488-61.0% |
| Participation rate | 37.8% | 75.7%-37.9pp | 82.5%-44.7pp | 70.7%-32.9pp |
| Annual return | 24.64% | 53.87%-29.2pp | 276.60%-252.0pp | 28.51%-3.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,507 | $6,073-42.3% | $6,842-48.7% | $3,740-6.2% |
| Admin fee / account holder | $145 | $551-73.6% | $9,309-98.4% | $513-71.7% |