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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $130,007 |
THREE BELL CAPITAL LLC8 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $62,048 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $246,053 | $82,879+196.9% | $96,576+154.8% | $67,986+261.9% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.4%+11.5pp | 57.2%+35.7pp |
| Annual return | 16.73% | 36.90%-20.2pp | 38.47%-21.7pp | 31.67%-14.9pp |
| Employer contribution / active EE | $6,206 | $2,727+127.5% | $3,553+74.7% | $2,019+207.4% |
| Participant deferral / active EE | $13,379 | $6,976+91.8% | $7,956+68.1% | $3,358+298.4% |
| Admin fee / account holder | $647 | $2,783-76.8% | $11,381-94.3% | $3,203-79.8% |