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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $120,833 |
IRONVIEW CAPITAL MANAGEMENT3 years Filed as: IRONVIEW CAPITAL MANAGEMENT LLC Service code 27 · EIN 26-4567336 | Advisory (Plan) | $74,006 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,852 | $106,110-63.4% | $147,005-73.6% | $77,671-50.0% |
| Participation rate | 64.7% | 78.4%-13.7pp | 82.2%-17.5pp | 70.6%-5.9pp |
| Annual return | 18.98% | 56.77%-37.8pp | 418.76%-399.8pp | 31.21%-12.2pp |
| Employer contribution / active EE | $2,748 | $4,065-32.4% | $4,934-44.3% | $2,726+0.8% |
| Participant deferral / active EE | $5,952 | $7,992-25.5% | $8,070-26.2% | $4,648+28.0% |
| Admin fee / account holder | $252 | $338-25.4% | $13,006-98.1% | $430-41.5% |