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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,859 |
Filed as: AURUM WEALTH MANAGEMENT GROUP LLC Service code 27 · EIN 20-2317470 | Advisory (Plan) | $14,998 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,237 | $59,186-37.1% | $76,768-51.5% | $56,287-33.8% |
| Participation rate | 80.2% | 75.2%+5.0pp | 77.0%+3.3pp | 69.9%+10.4pp |
| Annual return | -5.16% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $709 | $1,759-59.7% | $2,485-71.5% | $2,111-66.4% |
| Participant deferral / active EE | $2,080 | $3,255-36.1% | $3,852-46.0% | $3,350-37.9% |
| Admin fee / account holder | $229 | $489-53.2% | $6,675-96.6% | $521-56.1% |