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 7-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $61,527 |
THREE BELL CAPITAL LLC3 years Filed as: THREE BELL CAPITAL Service code 99 · EIN 45-3567626 | Other Fees | $27,665 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,794 | $102,382-45.5% | $147,005-62.0% | $80,874-31.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.32% | 134.89%-119.6pp | 418.76%-403.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,029 | $3,715-72.3% | $4,934-79.1% | $2,756-62.7% |
| Participant deferral / active EE | $18,811 | $6,646+183.0% | $8,070+133.1% | $4,297+337.8% |
| Admin fee / account holder | $387 | $7,942-95.1% | $13,006-97.0% | $6,935-94.4% |