Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,342 |
Filed as: IRONVIEW CAPITAL MANAGEMENT LLC Service code 27 · EIN 26-4567336 | Advisory (Plan) | $13,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,263 | $88,087-13.4% | $164,866-53.7% | $74,546+2.3% |
| Participation rate | 66.1% | 73.1%-7.0pp | 78.6%-12.5pp | 67.2%-1.1pp |
| Annual return | 18.36% | 17.27%+1.1pp | 69.97%-51.6pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $2,443 | $2,595-5.9% | $4,343-43.8% | $2,624-6.9% |
| Participant deferral / active EE | $5,136 | $4,499+14.2% | $6,033-14.9% | $4,347+18.1% |
| Admin fee / account holder | $347 | $2,232-84.4% | $12,689-97.3% | $1,944-82.1% |