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 10-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 13 · EIN 42-0127290 | Contract Administrator | $43,300 |
Filed as: ALERA INVESTMENT ADVISORS, INC. Service code 27 · EIN 82-1301701 | Advisory (Plan) | $0 |
AURORA PRIVATE WEALTH INC2 years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 · EIN 47-4814591 | Advisory (Plan) | $0 |
FEDERATION PENSION BUREAU2 years Filed as: FEDERATION PENSION BUREAU, INC. Service code 49 · EIN 13-1787163 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,282 | $50,815-42.4% | $155,509-81.2% | $77,643-62.3% |
| Participation rate | 90.5% | 63.1%+27.4pp | 78.2%+12.3pp | 70.6%+19.9pp |
| Annual return | 13.82% | 34.80%-21.0pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,168 | $1,993-41.4% | $4,672-75.0% | $2,726-57.1% |
| Participant deferral / active EE | $3,274 | $2,822+16.0% | $5,626-41.8% | $4,647-29.5% |
| Admin fee / account holder | $79 | $437-81.8% | $15,912-99.5% | $430-81.6% |