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 |
|---|---|---|
Filed as: IRON HORSE WEALTH MGMT Service code 28 8711 WINDSOR PKWY #4 · JOHNSTON, IA 50131 | Investment Management | $10,542 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,299 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,756 | $71,516-37.4% | $98,439-54.5% | $71,457-37.4% |
| Participation rate | 85.8% | 72.7%+13.1pp | 75.2%+10.7pp | 67.9%+17.9pp |
| Annual return | 40.45% | 32.41%+8.0pp | 21.16%+19.3pp | 28.85%+11.6pp |
| Employer contribution / active EE | $1,306 | $2,399-45.6% | $3,048-57.2% | $2,588-49.5% |
| Participant deferral / active EE | $2,584 | $4,109-37.1% | $4,738-45.5% | $4,289-39.8% |
| Admin fee / account holder | $143 | $1,675-91.4% | $8,948-98.4% | $1,587-91.0% |