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, LLC4 years Filed as: ICAPITAL LLC Service code 27 · EIN 76-0708798 | Advisory (Plan) | $75,341 |
WELLS FARGO BANK, N.A.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $13,926 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,044 | $88,515-40.1% | $162,163-67.3% | $67,579-21.5% |
| Participation rate | 94.9% | 86.8%+8.1pp | 87.6%+7.3pp | 71.3%+23.6pp |
| Annual return | 22.81% | 27.04%-4.2pp | 115.59%-92.8pp | 378.56%-355.7pp |
| Employer contribution / active EE | $2,726 | $3,563-23.5% | $5,614-51.4% | $2,148+26.9% |
| Participant deferral / active EE | $6,124 | $5,724+7.0% | $7,298-16.1% | $3,539+73.0% |
| Admin fee / account holder | $134 | $124+8.2% | $10,843-98.8% | $142-5.9% |