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 |
|---|---|---|
Filed as: IRON FINANCIAL, LLC Service code 26 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Participants) | $13,717 |
Filed as: ASPIRE FINANCIAL SERVICE Service code 64 4010 BOYSCOTT · TAMPA, FL 33607 | Recordkeeping Fees | $2,852 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST Service code 19 · EIN 20-0937408 | Securities Custodian | $970 |
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 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 | $49,105 | $80,753-39.2% | $136,294-64.0% | $62,292-21.2% |
| Participation rate | 45.5% | 73.5%-28.0pp | 81.9%-36.4pp | 69.5%-24.0pp |
| Annual return | 37.26% | 35.83%+1.4pp | 5155.94%-5118.7pp | 28.90%+8.4pp |
| Employer contribution / active EE | $1,002 | $2,884-65.2% | $4,695-78.7% | $2,042-50.9% |
| Participant deferral / active EE | $5,626 | $5,164+8.9% | $6,247-9.9% | $3,169+77.5% |
| Admin fee / account holder | $255 | $525-51.5% | $9,243-97.2% | $479-46.9% |