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 9-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 |
|---|---|---|
CONSULTIVA INTERNATIONAL1 year Filed as: CONSULTIVA WEALTH MANAGEMENT CORP Service code 27 250 AVE LUIS MUNOZ RIVERA STE 1420 · SAN JUAN, PR 00918 | Advisory (Plan) | $3,580 |
Filed as: RETIREMENT STRATEGIES INC Service code 13 PO BOX 192194 · SAN JUAN, PR 009192194 | Contract Administrator | $477 |
Filed as: EMPOWER A.I.C.A Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,192 | $96,635-13.9% | $86,612-3.9% | $139,434-40.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.17% | 106.41%-97.2pp | 591.07%-581.9pp | 372.94%-363.8pp |
| Employer contribution / active EE | $3,051 | $3,263-6.5% | $3,022+0.9% | $4,751-35.8% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $5,263 | $6,408-17.9% | $5,614-6.3% | $11,403-53.8% |