See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,984 |
AURORA PRIVATE WEALTH INC2 years Filed as: AURORA PRIVATE WEALTH Service code 27 · EIN 47-4814591 | Advisory (Plan) | $37,850 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,597 | $59,417-16.5% | $93,606-47.0% | $74,495-33.4% |
| Participation rate | 89.6% | 59.7%+29.9pp | 68.7%+20.9pp | 67.2%+22.4pp |
| Annual return | 15.09% | 81.83%-66.7pp | 133.20%-118.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $5,495 | $1,264+334.9% | $2,420+127.1% | $2,623+109.5% |
| Participant deferral / active EE | $6,649 | $3,050+118.0% | $4,411+50.7% | $4,346+53.0% |
| Admin fee / account holder | $219 | $3,021-92.7% | $8,285-97.4% | $1,942-88.7% |