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 LLC3 years Service code 27 4 MAIN ST STE 230 · LOS ALTOS, CA 94022 | Advisory (Plan) | $8,135 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,110 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $12,747 | $115,882-89.0% | $100,516-87.3% | $158,922-92.0% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 13.56% | 34.79%-21.2pp | 30.89%-17.3pp | 302.83%-289.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,821 | $6,674+2.2% | $6,270+8.8% | $5,982+14.0% |
| Admin fee / account holder | $120 | $10,995-98.9% | $8,081-98.5% | $11,246-98.9% |