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-CO-FID-COMPREHENSIVE2+ years Filed as: IRON ADMINISTRATION, LLC Service code 17 · EIN 37-1458725 630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062 | Pension Consulting | $16,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,497 | $46,732-43.3% | $156,549-83.1% | $55,167-52.0% |
| Participation rate | 46.2% | 65.8%-19.6pp | 84.0%-37.8pp | 69.0%-22.8pp |
| Annual return | 6.43% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,250 | $2,204-43.3% | $4,871-74.3% | $3,054-59.1% |
| Admin fee / account holder | $279 | $418-33.2% | $13,027-97.9% | $504-44.6% |