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 | $70,768 |
IRONSHORE FINANCIAL, LLC6 years Service code 27 · EIN 82-5023101 | Advisory (Plan) | $22,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,482 | $106,028-29.8% | $146,958-49.3% | $77,643-4.1% |
| Participation rate | 95.2% | 78.4%+16.9pp | 82.2%+13.1pp | 70.6%+24.6pp |
| Annual return | 29.93% | 56.73%-26.8pp | 418.34%-388.4pp | 31.24%-1.3pp |
| Employer contribution / active EE | $3,630 | $4,063-10.7% | $4,933-26.4% | $2,726+33.2% |
| Participant deferral / active EE | $8,741 | $7,990+9.4% | $8,070+8.3% | $4,647+88.1% |
| Admin fee / account holder | $160 | $337-52.6% | $12,998-98.8% | $430-62.8% |