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 3-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 Service code 27 · EIN 47-4814591 | Advisory (Plan) | $25,276 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,773 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,672 | $87,037+15.7% | $106,201-5.2% | $80,874+24.5% |
| Participation rate | 96.5% | 70.4%+26.0pp | 75.3%+21.2pp | 67.6%+28.8pp |
| Annual return | 13.34% | 17.05%-3.7pp | 116.26%-102.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $4,891 | $2,396+104.1% | $3,170+54.3% | $2,756+77.5% |
| Participant deferral / active EE | $11,120 | $3,986+179.0% | $5,012+121.9% | $4,297+158.8% |
| Admin fee / account holder | $141 | $8,434-98.3% | $11,039-98.7% | $6,935-98.0% |