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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $28,470 |
BANCO POPULAR DE PUERTO RICO2 years Service code 26 PO BOX 362708 · SAN JUAN, PR 009362708 | Advisory (Participants) | $10,847 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,741 | $65,435-31.6% | $86,677-48.4% | $66,914-33.1% |
| Participation rate | 99.6% | 75.5%+24.1pp | 76.6%+23.0pp | 69.8%+29.8pp |
| Annual return | -12.33% | -10.89%-1.4pp | 35.91%-48.2pp | 1.58%-13.9pp |
| Employer contribution / active EE | $1,622 | $2,153-24.7% | $2,836-42.8% | $2,544-36.2% |
| Participant deferral / active EE | $1,643 | $4,100-59.9% | $4,656-64.7% | $4,237-61.2% |
| Admin fee / account holder | $139 | $642-78.3% | $7,493-98.1% | $593-76.6% |