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 5-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 |
|---|---|---|
Filed as: IRONWOOD FINANCIAL LLC Service code 27 1926 E. FT. LOWELL ROAD · TUCSON, AZ 85719 | Advisory (Plan) | $34,216 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $18,142 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $4,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,611 | $106,028-69.2% | $146,958-77.8% | $77,643-58.0% |
| Participation rate | 69.3% | 78.4%-9.0pp | 82.2%-12.8pp | 70.6%-1.2pp |
| Annual return | 31.25% | 56.73%-25.5pp | 418.34%-387.1pp | 31.24%0pp |
| Employer contribution / active EE | $3,567 | $4,063-12.2% | $4,933-27.7% | $2,726+30.8% |
| Participant deferral / active EE | $8,282 | $7,990+3.7% | $8,070+2.6% | $4,647+78.2% |
| Admin fee / account holder | $162 | $337-52.0% | $12,998-98.8% | $430-62.4% |