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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,492 |
AURORA PRIVATE WEALTH INC4 years Service code 27 100 ENTERPRISE DRIVE · ROCKAWAY, NJ 07866 | Advisory (Plan) | $11,589 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,014 | $50,199-56.1% | $70,092-68.6% | $66,914-67.1% |
| Participation rate | 92.3% | 66.3%+25.9pp | 70.5%+21.8pp | 69.8%+22.5pp |
| Annual return | -16.46% | -13.85%-2.6pp | 190.73%-207.2pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,396 | $1,864+82.2% | $2,559+32.7% | $2,544+33.5% |
| Participant deferral / active EE | $3,040 | $3,112-2.3% | $3,849-21.0% | $4,237-28.2% |
| Admin fee / account holder | $134 | $600-77.7% | $6,267-97.9% | $593-77.5% |