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 | $49,535 |
THREE BELL CAPITAL LLC6 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $37,239 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,060 | $41,078+99.8% | $80,569+1.9% | $71,457+14.8% |
| Participation rate | 93.1% | 50.2%+42.9pp | 67.0%+26.1pp | 67.9%+25.1pp |
| Annual return | 20.34% | 38.45%-18.1pp | 935.43%-915.1pp | 28.85%-8.5pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $18,406 | $2,699+581.9% | $4,447+313.8% | $4,289+329.2% |
| Admin fee / account holder | $234 | $1,840-87.3% | $5,377-95.6% | $1,587-85.2% |