Filed December 12, 2024
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, LLC3 years Filed as: ICAPITAL LLC Service code 27 · EIN 76-0708798 | Advisory (Plan) | $70,167 |
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,961 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,461 | $80,005-45.7% | $140,016-69.0% | $55,725-22.0% |
| Participation rate | 97.2% | 87.0%+10.2pp | 87.5%+9.7pp | 70.9%+26.3pp |
| Annual return | -6.97% | 0.46%-7.4pp | 651.12%-658.1pp | 244.93%-251.9pp |
| Employer contribution / active EE | $2,567 | $3,403-24.6% | $5,606-54.2% | $2,078+23.5% |
| Participant deferral / active EE | $5,825 | $5,264+10.7% | $6,927-15.9% | $3,356+73.6% |
| Admin fee / account holder | $146 | $116+25.8% | $10,705-98.6% | $115+26.3% |