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 LLC2 years Service code 27 548 MARKET ST PMB 72712 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $24,111 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,806 | $101,317+32.1% | $146,958-8.9% | $74,495+79.6% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 14.22% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,952 | $3,810+30.0% | $4,933+0.4% | $2,623+88.8% |
| Participant deferral / active EE | $9,842 | $7,303+34.8% | $8,070+22.0% | $4,346+126.5% |
| Admin fee / account holder | $106 | $1,739-93.9% | $12,998-99.2% | $1,942-94.5% |