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 |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON GATE GLOBAL ADVISORS LLC Service code 27 · EIN 47-2717610 | Advisory (Plan) | $42,348 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,771 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,052 | $100,923+74.4% | $150,045+17.3% | $74,304+136.9% |
| Participation rate | 88.1% | 70.1%+18.0pp | 82.3%+5.8pp | 60.3%+27.7pp |
| Annual return | 18.01% | 51.77%-33.8pp | 62.55%-44.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $3,888 | $3,463+12.3% | $4,693-17.2% | $2,241+73.5% |
| Participant deferral / active EE | $5,518 | $6,709-17.8% | $7,997-31.0% | $3,767+46.5% |
| Admin fee / account holder | $390 | $2,767-85.9% | $13,435-97.1% | $2,969-86.9% |