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 MANAGEMENT3 years Service code 27 8711 WINDSOR PKWY #4 · JOHNSTON, IA 50131 | Advisory (Plan) | $50,420 |
APELLA CAPITAL, LLC1 year Filed as: APELLA WEALTH Service code 27 · EIN 46-3614531 | Advisory (Plan) | $18,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,777 | $67,984+60.0% | $65,493+66.1% | $74,304+46.4% |
| Participation rate | 79.2% | 66.3%+12.9pp | 73.1%+6.1pp | 60.3%+18.9pp |
| Annual return | 13.21% | 19.87%-6.7pp | 982.45%-969.2pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,048 | $2,491-57.9% | $2,574-59.3% | $2,241-53.2% |
| Participant deferral / active EE | $4,476 | $3,346+33.8% | $3,961+13.0% | $3,767+18.8% |
| Admin fee / account holder | $276 | $1,373-79.9% | $5,028-94.5% | $2,969-90.7% |