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, LLC6+ years Filed as: ICAPITAL LLC Service code 27 · EIN 76-0708798 | Advisory (Plan) | $15,841 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,698 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,046 | $78,422-42.6% | $95,952-53.1% | $79,858-43.6% |
| Participation rate | 87.2% | 73.5%+13.7pp | 77.1%+10.1pp | 69.6%+17.5pp |
| Annual return | 13.46% | 19.37%-5.9pp | 91.61%-78.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,478 | $3,440+59.3% | $4,167+31.5% | $3,740+46.5% |
| Admin fee / account holder | $269 | $5,622-95.2% | $6,795-96.0% | $5,306-94.9% |