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.
| Provider | Service type | Compensation |
|---|---|---|
IRON HORSE WEALTH MANAGEMENT1+ years Filed as: IRON HORSE WEALTH MGMT Service code 27 8711 WINDSOR PKWY · JOHNSTON, IA 50131 | Advisory (Plan) | $26,918 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,107 |
Participant contribution per participant 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 | $43,504 | $89,436-51.4% | $164,813-73.6% | $77,643-44.0% |
| Participation rate | 79.9% | 78.6%+1.3pp | 78.6%+1.3pp | 70.6%+9.4pp |
| Annual return | 116.28% | 28.83%+87.5pp | 69.93%+46.4pp | 31.24%+85.0pp |
| Employer contribution / active EE | $1,365 | $2,569-46.8% | $4,341-68.5% | $2,726-49.9% |
| Participant deferral / active EE | $2,596 | $4,897-47.0% | $6,031-57.0% | $4,647-44.1% |
| Admin fee / account holder | $144 | $339-57.5% | $12,690-98.9% | $430-66.5% |