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 |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,374 |
AURORA PRIVATE WEALTH INC6 years Service code 27 100 ENTERPRISE DRIVE · ROCKAWAY, NJ 07866 | Advisory (Plan) | $18,137 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,533 | $66,457-52.6% | $81,382-61.3% | $77,643-59.4% |
| Participation rate | 93.7% | 68.7%+25.0pp | 69.5%+24.2pp | 70.6%+23.1pp |
| Annual return | 16.09% | 15.93%+0.2pp | 24.73%-8.6pp | 31.24%-15.2pp |
| Employer contribution / active EE | $4,996 | $2,159+131.4% | $2,463+102.9% | $2,726+83.3% |
| Participant deferral / active EE | $3,240 | $3,679-11.9% | $3,883-16.6% | $4,647-30.3% |
| Admin fee / account holder | $131 | $583-77.6% | $5,768-97.7% | $430-69.6% |