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 5-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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,325 |
IRON HORSE WEALTH MANAGEMENT3 years Filed as: IRON HORSE WEALTH MGMT Service code 27 8711 WINDSOR PKWY, #4 · JOHNSTON, IA 50131 | Advisory (Plan) | $4,570 |
THE VANGUARD GROUP, INC.3 years Service code 26 · EIN 23-1945930 | Advisory (Participants) | $3,782 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,590 | $101,317-58.0% | $146,958-71.0% | $74,495-42.8% |
| Participation rate | 69.7% | 75.5%-5.9pp | 82.2%-12.5pp | 67.2%+2.5pp |
| Annual return | 20.47% | 8730.91%-8710.4pp | 418.34%-397.9pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $3,056 | $3,810-19.8% | $4,933-38.0% | $2,623+16.5% |
| Participant deferral / active EE | $4,793 | $7,303-34.4% | $8,070-40.6% | $4,346+10.3% |
| Admin fee / account holder | $118 | $1,739-93.2% | $12,998-99.1% | $1,942-93.9% |