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, LLC5+ years Filed as: ICAPITAL LLC Service code 27 · EIN 76-0708798 | Advisory (Plan) | $14,867 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,898 |
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 | $41,074 | $72,492-43.3% | $87,100-52.8% | $72,985-43.7% |
| Participation rate | 72.1% | 72.8%-0.8pp | 76.9%-4.8pp | 69.5%+2.6pp |
| Annual return | 30.14% | 24.46%+5.7pp | 28.19%+2.0pp | 81.00%-50.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,167 | $3,270+88.6% | $4,049+52.3% | $3,607+71.0% |
| Admin fee / account holder | $212 | $5,055-95.8% | $7,497-97.2% | $5,124-95.9% |