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 LLC3 years Filed as: THREE BELL CAPITAL Service code 27 548 MARKET ST · SAN FRANCISCO, CA 941045401 | Advisory (Plan) | $50,236 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,782 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,393 | $100,923-34.2% | $150,045-55.8% | $74,304-10.6% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.3%+14.7pp | 60.3%+36.7pp |
| Annual return | 21.29% | 51.77%-30.5pp | 62.55%-41.3pp | 29.43%-8.1pp |
| Employer contribution / active EE | $4,168 | $3,463+20.3% | $4,693-11.2% | $2,241+86.0% |
| Participant deferral / active EE | $12,844 | $6,709+91.4% | $7,997+60.6% | $3,767+240.9% |
| Admin fee / account holder | $286 | $2,767-89.7% | $13,435-97.9% | $2,969-90.4% |