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 | $47,937 |
THREE BELL CAPITAL LLC7 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $41,538 |
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 | $104,209 | $57,016+82.8% | $84,966+22.6% | $80,856+28.9% |
| Participation rate | 76.3% | 56.3%+19.9pp | 67.5%+8.8pp | 67.6%+8.7pp |
| Annual return | 17.81% | 21.66%-3.9pp | 66.38%-48.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,931 | $3,110+380.2% | $4,519+230.4% | $4,296+247.6% |
| Admin fee / account holder | $272 | $4,980-94.5% | $6,149-95.6% | $6,918-96.1% |