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 17 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Pension Consulting | $12,906 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,572 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON ADMINISTRATION, LLC Service code 63 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | 12b-1 Fees | $4,036 |
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 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 | $29,251 | $47,977-39.0% | $154,107-81.0% | $56,287-48.0% |
| Participation rate | 46.6% | 66.2%-19.6pp | 83.0%-36.4pp | 69.9%-23.2pp |
| Annual return | -5.22% | 3.54%-8.8pp | 735.12%-740.3pp | -9.96%+4.7pp |
| Employer contribution / active EE | $708 | $2,169-67.4% | $5,298-86.6% | $2,111-66.5% |
| Participant deferral / active EE | $1,366 | $2,392-42.9% | $5,081-73.1% | $3,350-59.2% |
| Admin fee / account holder | $391 | $438-10.9% | $13,411-97.1% | $521-25.0% |