See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
IRON HORSE WEALTH MANAGEMENT3 years Service code 15 · EIN 46-0677972 | Recordkeeping | $18,662 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,589 | $84,487-62.6% | $125,339-74.8% | $66,914-52.8% |
| Participation rate | 51.0% | 76.4%-25.4pp | 82.4%-31.4pp | 69.8%-18.8pp |
| Annual return | -11.38% | -8.39%-3.0pp | 572.05%-583.4pp | 1.58%-13.0pp |
| Employer contribution / active EE | $1,339 | $3,553-62.3% | $4,814-72.2% | $2,544-47.4% |
| Participant deferral / active EE | $2,855 | $6,781-57.9% | $7,446-61.7% | $4,237-32.6% |
| Admin fee / account holder | $165 | $685-75.8% | $10,010-98.3% | $593-72.1% |