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 7-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 |
|---|---|---|
Filed as: EMPOWER A.I.C.A Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,607 |
CONSULTIVA INTERNATIONAL2 years Filed as: CONSULTIVA WEALTH MANAGEMENT CORP Service code 27 250 AVE LUIS MUNOZ RIVERA STE 1420 · SAN JUAN, PR 00918 | Advisory (Plan) | $2,444 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,950 | $58,208-86.3% | $81,812-90.3% | $80,856-90.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 8.46% | 41.66%-33.2pp | 773.79%-765.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $776 | $2,340-66.8% | $2,912-73.4% | $2,755-71.8% |
| Participant deferral / active EE | $1,021 | $3,281-68.9% | $4,319-76.3% | $4,296-76.2% |
| Admin fee / account holder | $137 | $4,981-97.3% | $7,386-98.1% | $6,918-98.0% |