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 | $46,368 |
THREE BELL CAPITAL LLC2 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $26,720 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,490 | $40,522+19.7% | $84,611-42.7% | $67,579-28.2% |
| Participation rate | 87.9% | 51.1%+36.8pp | 68.2%+19.7pp | 71.3%+16.6pp |
| Annual return | 31.50% | 32.72%-1.2pp | 258.74%-227.2pp | 378.56%-347.1pp |
| Employer contribution / active EE | $123 | $1,146-89.2% | $2,652-95.4% | $2,148-94.3% |
| Participant deferral / active EE | $10,051 | $2,132+371.5% | $3,899+157.8% | $3,539+184.0% |
| Admin fee / account holder | $132 | $145-9.1% | $4,912-97.3% | $142-7.2% |