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 |
|---|---|---|
AURORA PRIVATE WEALTH INC2 years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 2001 US HIGHWAY 46 · PARSIPPANY, NJ 070541315 | Advisory (Plan) | $27,726 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $22,162 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,113 | $71,142-66.1% | $119,609-79.8% | $64,808-62.8% |
| Participation rate | 84.8% | 78.6%+6.2pp | 79.3%+5.6pp | 71.5%+13.4pp |
| Annual return | -17.66% | -10.01%-7.6pp | -14.97%-2.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,731 | $2,497-30.7% | $4,232-59.1% | $2,506-30.9% |
| Participant deferral / active EE | $4,772 | $4,490+6.3% | $5,602-14.8% | $4,310+10.7% |
| Admin fee / account holder | $165 | $162+1.6% | $10,323-98.4% | $188-12.3% |