Filed May 27, 2022
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,841 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FINANCIAL, LLC Service code 16 · EIN 26-2409194 | Consulting | $6,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,449 | $121,341-22.2% | $189,513-50.2% | $79,386+19.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 15.72% | 21.08%-5.4pp | 555.15%-539.4pp | 116.85%-101.1pp |
| Employer contribution / active EE | $2,303 | $3,915-41.2% | $6,162-62.6% | $2,427-5.1% |
| Participant deferral / active EE | $5,035 | $6,395-21.3% | $8,221-38.8% | $4,046+24.5% |
| Admin fee / account holder | $205 | $651-68.6% | $12,045-98.3% | $626-67.3% |