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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $50,450 |
IRON-CO-FID-COMPREHENSIVE4+ years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 26 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Participants) | $7,207 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,835 | $49,177+86.7% | $79,464+15.6% | $64,186+43.1% |
| Participation rate | 87.4% | 65.0%+22.3pp | 73.3%+14.0pp | 69.6%+17.8pp |
| Annual return | -5.17% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,596 | $2,076-23.1% | $2,800-43.0% | $2,381-33.0% |
| Participant deferral / active EE | $5,571 | $2,821+97.4% | $3,704+50.4% | $3,470+60.6% |
| Admin fee / account holder | $539 | $3,839-86.0% | $5,113-89.5% | $4,888-89.0% |