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 7-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 |
|---|---|---|
IRONOAK WEALTH LLC2 years Service code 99 · EIN 82-3645371 | Other Fees | $10,835 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,352 | $73,397-85.9% | $178,014-94.2% | $74,546-86.1% |
| Participation rate | 85.7% | 66.6%+19.1pp | 77.1%+8.6pp | 67.2%+18.4pp |
| Annual return | 10.77% | 17.49%-6.7pp | 294.80%-284.0pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $1,456 | $2,217-34.3% | $3,950-63.1% | $2,624-44.5% |
| Participant deferral / active EE | $1,829 | $4,512-59.5% | $6,276-70.9% | $4,347-57.9% |
| Admin fee / account holder | $238 | $1,809-86.8% | $10,362-97.7% | $1,944-87.7% |