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 8-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 37 · EIN 04-2647786 | Loan Processing | $39,921 |
THREE BELL CAPITAL LLC1 year Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $20,032 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,235 | $44,473+15.2% | $76,523-33.0% | $55,725-8.1% |
| Participation rate | 81.2% | 51.0%+30.2pp | 68.0%+13.2pp | 70.9%+10.3pp |
| Annual return | -3.82% | -2.01%-1.8pp | -0.27%-3.6pp | 244.93%-248.8pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $10,686 | $1,988+437.6% | $3,835+178.6% | $3,356+218.5% |
| Admin fee / account holder | $148 | $134+10.5% | $4,848-96.9% | $115+28.6% |