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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,551 |
AURORA PRIVATE WEALTH INC2 years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 · EIN 47-4814591 | Advisory (Plan) | $35,400 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 | Contract Administrator | $8,414 |
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 | $25,519 | $34,677-26.4% | $77,024-66.9% | $64,808-60.6% |
| Participation rate | 96.5% | 49.8%+46.7pp | 67.9%+28.6pp | 71.5%+25.1pp |
| Annual return | -16.64% | -5.33%-11.3pp | 42.32%-59.0pp | 32.82%-49.5pp |
| Employer contribution / active EE | $2,350 | $1,370+71.5% | $2,812-16.4% | $2,506-6.2% |
| Participant deferral / active EE | $3,877 | $2,556+51.7% | $4,426-12.4% | $4,310-10.0% |
| Admin fee / account holder | $127 | $179-28.9% | $5,425-97.7% | $188-32.4% |