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 | $80,681 |
AURORA PRIVATE WEALTH INC3 years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 · EIN 47-4814591 | Advisory (Plan) | $33,101 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $21,300 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $19,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,333 | $89,808-1.6% | $100,391-12.0% | $77,643+13.8% |
| Participation rate | 95.5% | 81.2%+14.3pp | 81.5%+14.0pp | 70.6%+24.9pp |
| Annual return | 16.60% | 20.62%-4.0pp | 49.20%-32.6pp | 31.24%-14.6pp |
| Employer contribution / active EE | $3,518 | $3,039+15.8% | $3,942-10.8% | $2,726+29.0% |
| Participant deferral / active EE | $11,933 | $8,284+44.1% | $8,082+47.7% | $4,647+156.8% |
| Admin fee / account holder | $218 | $174+24.9% | $7,899-97.2% | $430-49.4% |