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 MANAGEMENT5 years Service code 15 · EIN 46-0677972 | Recordkeeping | $25,636 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,775 | $101,317-56.8% | $146,958-70.2% | $74,495-41.2% |
| Participation rate | 51.2% | 75.5%-24.4pp | 82.2%-31.0pp | 67.2%-16.0pp |
| Annual return | 15.60% | 8730.91%-8715.3pp | 418.34%-402.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,528 | $3,810-59.9% | $4,933-69.0% | $2,623-41.7% |
| Participant deferral / active EE | $3,644 | $7,303-50.1% | $8,070-54.8% | $4,346-16.2% |
| Admin fee / account holder | $309 | $1,739-82.2% | $12,998-97.6% | $1,942-84.1% |