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 |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FINANCIAL, LLC Service code 27 · EIN 26-2409194 | Advisory (Plan) | $6,298 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,272 | $40,174-7.2% | $84,015-55.6% | $67,579-44.8% |
| Participation rate | 54.8% | 62.7%-7.9pp | 69.0%-14.2pp | 71.3%-16.5pp |
| Annual return | 23.64% | 25.82%-2.2pp | 71.31%-47.7pp | 378.56%-354.9pp |
| Employer contribution / active EE | $236 | $808-70.8% | $1,983-88.1% | $2,148-89.0% |
| Participant deferral / active EE | $2,118 | $2,301-8.0% | $3,239-34.6% | $3,539-40.2% |
| Admin fee / account holder | $44 | $128-65.8% | $6,101-99.3% | $142-69.2% |