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 |
|---|---|---|
Filed as: IRON FINANCIAL Service code 27 630 DUNDEE RD. · NORTHBROOK, IL 60062 | Advisory (Plan) | $13,346 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $10,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,591 | $71,516-32.1% | $98,439-50.6% | $71,457-32.0% |
| Participation rate | 69.5% | 72.7%-3.2pp | 75.2%-5.6pp | 67.9%+1.6pp |
| Annual return | 17.23% | 32.41%-15.2pp | 21.16%-3.9pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,142 | $2,399-10.7% | $3,048-29.7% | $2,588-17.2% |
| Participant deferral / active EE | $3,481 | $4,109-15.3% | $4,738-26.5% | $4,289-18.8% |
| Admin fee / account holder | $244 | $1,675-85.4% | $8,948-97.3% | $1,587-84.6% |