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 9-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 Service code 27 548 MARKET ST · SAN FRANCISCO, CA 941045401 | Advisory (Plan) | $24,456 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,562 |
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 | $43,431 | $91,407-52.5% | $135,903-68.0% | $71,457-39.2% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 30.44% | 29.90%+0.5pp | 68.23%-37.8pp | 28.85%+1.6pp |
| Employer contribution / active EE | $4,497 | $3,703+21.4% | $4,856-7.4% | $2,588+73.8% |
| Participant deferral / active EE | $14,557 | $7,092+105.3% | $7,758+87.6% | $4,289+239.4% |
| Admin fee / account holder | $163 | $1,266-87.1% | $10,762-98.5% | $1,587-89.7% |