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 |
|---|---|---|
IRONWOOD CAPITAL MANAGEMENT4 years Filed as: IRONWOOD WEALTH MANAGEMENT Service code 26 · EIN 35-2242519 | Advisory (Participants) | $6,053 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,055 | $61,272-64.0% | $149,673-85.3% | $71,457-69.1% |
| Participation rate | 54.5% | 62.5%-8.0pp | 78.8%-24.2pp | 67.9%-13.4pp |
| Annual return | 10.72% | 35.85%-25.1pp | 134.42%-123.7pp | 28.85%-18.1pp |
| Employer contribution / active EE | $817 | $2,378-65.7% | $4,818-83.1% | $2,588-68.4% |
| Participant deferral / active EE | $1,320 | $2,917-54.7% | $5,680-76.8% | $4,289-69.2% |
| Admin fee / account holder | $209 | $1,261-83.4% | $13,210-98.4% | $1,587-86.8% |