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-COMPREHENSIVE3+ years Filed as: IRON FINANCIAL, LLC Service code 27 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Plan) | $30,499 |
IRON-CO-FID-COMPREHENSIVE3+ years Filed as: IRON ADMINISTRATION, LLC Service code 13 630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062 | Contract Administrator | $15,640 |
ASPIRE FINANCIAL SERVICES3+ years Service code 64 4010 BOYSCOTT · TAMPA, FL 33607 | Recordkeeping Fees | $3,465 |
TD AMERITRADE, INC.2 years Filed as: AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $2,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,463 | $155,795-70.8% | $136,294-66.6% | $69,631-34.7% |
| Participation rate | 37.8% | 75.2%-37.4pp | 81.9%-44.1pp | 70.7%-32.9pp |
| Annual return | 15.72% | 232464.33%-232448.6pp | 5155.94%-5140.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $739 | $2,991-75.3% | $4,695-84.3% | $2,032-63.6% |
| Participant deferral / active EE | $2,760 | $5,394-48.8% | $6,247-55.8% | $3,224-14.4% |
| Admin fee / account holder | $226 | $128+76.4% | $9,243-97.6% | $110+104.8% |