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 9-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 |
|---|---|---|
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,263 | $88,083-13.4% | $164,813-53.7% | $74,495+2.4% |
| Participation rate | 66.1% | 73.0%-6.9pp | 78.6%-12.5pp | 67.2%-1.1pp |
| Annual return | 18.36% | 17.26%+1.1pp | 69.93%-51.6pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,443 | $2,593-5.8% | $4,341-43.7% | $2,623-6.9% |
| Participant deferral / active EE | $5,136 | $4,498+14.2% | $6,031-14.8% | $4,346+18.2% |
| Admin fee / account holder | $347 | $2,234-84.5% | $12,690-97.3% | $1,942-82.1% |