See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $53,389 |
IRONSHORE FINANCIAL, LLC5 years Service code 16 · EIN 82-5023101 | Consulting | $18,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,066 | $95,274-39.1% | $135,903-57.3% | $74,419-22.0% |
| Participation rate | 97.3% | 78.2%+19.2pp | 81.9%+15.4pp | 70.7%+26.6pp |
| Annual return | 22.97% | 32.77%-9.8pp | 68.23%-45.3pp | 34.38%-11.4pp |
| Employer contribution / active EE | $3,920 | $3,874+1.2% | $4,856-19.3% | $2,637+48.6% |
| Participant deferral / active EE | $9,252 | $7,782+18.9% | $7,758+19.3% | $4,528+104.3% |
| Admin fee / account holder | $130 | $266-51.0% | $10,762-98.8% | $348-62.5% |