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 |
|---|---|---|
ICAPITAL, LLC4+ years Filed as: ICAPITAL LLC Service code 27 · EIN 76-0708798 | Advisory (Plan) | $16,658 |
Service code 37 · EIN 04-2647786 | Loan Processing | $513 |
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 | $26,454 | $62,586-57.7% | $76,768-65.5% | $64,186-58.8% |
| Participation rate | 76.4% | 72.8%+3.6pp | 77.0%-0.6pp | 69.6%+6.8pp |
| Annual return | -6.23% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,610 | $3,145+110.2% | $3,852+71.6% | $3,470+90.5% |
| Admin fee / account holder | $122 | $4,667-97.4% | $6,675-98.2% | $4,888-97.5% |