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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ICAPITAL, LLC5 years Filed as: ICAPITAL LLC Service code 27 · EIN 76-0708798 | Advisory (Plan) | $119,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,412 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,154 | $106,028+17.1% | $146,958-15.5% | $77,643+59.9% |
| Participation rate | 97.5% | 78.4%+19.1pp | 82.2%+15.3pp | 70.6%+26.9pp |
| Annual return | 19.40% | 56.73%-37.3pp | 418.34%-398.9pp | 31.24%-11.8pp |
| Employer contribution / active EE | $5,921 | $4,063+45.7% | $4,933+20.0% | $2,726+117.2% |
| Participant deferral / active EE | $15,369 | $7,990+92.3% | $8,070+90.4% | $4,647+230.7% |
| Admin fee / account holder | $318 | $337-5.8% | $12,998-97.6% | $430-26.1% |