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, LLC7 years Filed as: ICAPITAL LLC Service code 28 · EIN 76-0708798 | Investment Management | $97,328 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,768 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,250 | $86,897-35.3% | $151,611-62.9% | $64,808-13.2% |
| Participation rate | 95.7% | 87.3%+8.4pp | 87.5%+8.2pp | 71.5%+24.2pp |
| Annual return | -17.00% | -3.57%-13.4pp | 3.33%-20.3pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,999 | $4,010-25.2% | $6,166-51.4% | $2,506+19.7% |
| Participant deferral / active EE | $7,158 | $6,690+7.0% | $8,363-14.4% | $4,310+66.1% |
| Admin fee / account holder | $150 | $153-2.2% | $11,616-98.7% | $188-20.4% |