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-COMPREHENSIVE5+ years Filed as: IRON ADMINISTRATION, LLC Service code 17 630 DUNDEE ROAD · NORTHBROOK, IL 60662 | Pension Consulting | $20,513 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,493 |
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.
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 | $30,090 | $52,953-43.2% | $172,739-82.6% | $65,185-53.8% |
| Participation rate | 43.8% | 66.2%-22.4pp | 82.6%-38.8pp | 70.2%-26.4pp |
| Annual return | 24.10% | 30.12%-6.0pp | 802.84%-778.7pp | 29.38%-5.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,667 | $2,471-32.5% | $5,198-67.9% | $3,514-52.6% |
| Admin fee / account holder | $257 | $472-45.5% | $13,954-98.2% | $847-69.6% |