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 7-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, LLC1 year Service code 27 · EIN 76-0708798 | Advisory (Plan) | $7,306 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,127 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,803 | $102,317-3.4% | $146,958-32.8% | $80,856+22.2% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 18.62% | 134.76%-116.1pp | 418.34%-399.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $11,628 | $3,713+213.1% | $4,933+135.7% | $2,755+322.1% |
| Participant deferral / active EE | $34,373 | $6,644+417.4% | $8,070+325.9% | $4,296+700.2% |
| Admin fee / account holder | $96 | $7,941-98.8% | $12,998-99.3% | $6,918-98.6% |