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-COMPREHENSIVE5 years Filed as: IRON FINANCIAL, LLC Service code 26 · EIN 26-2409194 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Participants) | $23,869 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $21,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,892 | $72,607-49.2% | $90,749-59.3% | $66,914-44.9% |
| Participation rate | 66.9% | 73.7%-6.8pp | 75.7%-8.8pp | 69.8%-2.9pp |
| Annual return | -17.19% | -12.28%-4.9pp | -12.16%-5.0pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,842 | $2,369-22.2% | $2,921-36.9% | $2,544-27.6% |
| Participant deferral / active EE | $2,970 | $3,977-25.3% | $4,564-34.9% | $4,237-29.9% |
| Admin fee / account holder | $436 | $707-38.3% | $8,445-94.8% | $593-26.5% |