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 HORSE WEALTH MANAGEMENT2 years Service code 27 8711 WINDSOR PKWY #4 · JOHNSTON, IA 50131 | Advisory (Plan) | $61,186 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,748 | $69,763+45.8% | $67,502+50.7% | $74,495+36.6% |
| Participation rate | 73.8% | 71.4%+2.4pp | 72.9%+0.9pp | 67.2%+6.6pp |
| Annual return | 10.95% | -40.34%+51.3pp | 3512.12%-3501.2pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $986 | $2,704-63.5% | $2,731-63.9% | $2,623-62.4% |
| Participant deferral / active EE | $4,300 | $3,636+18.3% | $4,000+7.5% | $4,346-1.1% |
| Admin fee / account holder | $247 | $896-72.5% | $3,998-93.8% | $1,942-87.3% |