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 |
|---|---|---|
ORIENTAL BANK3 years Service code 13 · EIN 66-0259436 PO BOX 191429 · SAN JUAN, PR 009191429 | Contract Administrator | $7,393 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 27 · EIN 30-5472300 5900 O ST. LINCOLN NE · LINCOLN, NE 68510 | Advisory (Plan) | $5,893 |
Filed as: EMPOWER LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,113 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,171 |
ORIENTAL PENSION CONSULTANTS4 years Service code 13 · EIN 59-2356441 1900 NW CORPORATE BLVD STE 400 WEST · BOCA RATON, FL 33431 | Contract Administrator | $120 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS ADVISORY SERVICES, LLC Service code 27 · EIN 30-5472300 5900 O ST. LINCOLN NE · LINCOLN, NE 68510 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,702 | $81,900-85.7% | $119,609-90.2% | $68,494-82.9% |
| Participation rate | 88.5% | 71.9%+16.6pp | 79.3%+9.2pp | 67.9%+20.6pp |
| Annual return | -15.37% | -23.82%+8.5pp | -14.97%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $584 | $2,693-78.3% | $4,232-86.2% | $2,596-77.5% |
| Participant deferral / active EE | $1,328 | $4,148-68.0% | $5,602-76.3% | $4,027-67.0% |
| Admin fee / account holder | $142 | $6,582-97.8% | $10,323-98.6% | $5,403-97.4% |