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 |
|---|---|---|
IRON HORSE WEALTH MANAGEMENT2 years Filed as: IRON HORSE WEALTH MGMT Service code 28 8711 WINDSOR PKWY #4 · JOHNSTON, IA 50131 | Investment Management | $18,639 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,258 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,100 | $78,485-26.0% | $106,213-45.3% | $74,495-22.0% |
| Participation rate | 86.0% | 72.8%+13.2pp | 75.3%+10.7pp | 67.2%+18.8pp |
| Annual return | 17.19% | 15.95%+1.2pp | 116.14%-98.9pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,418 | $2,523-43.8% | $3,171-55.3% | $2,623-46.0% |
| Participant deferral / active EE | $3,086 | $4,322-28.6% | $5,016-38.5% | $4,346-29.0% |
| Admin fee / account holder | $256 | $2,232-88.5% | $11,033-97.7% | $1,942-86.8% |