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: COOP DE SEGUROS DE VIDA DE PR Service code 99 PO BOX 363428 · SAN JUAN, PR 00936 | Other Fees | $4,448 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 90245 | Other Commissions | $1,317 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,112 |
PENSION PLUS INC2 years Service code 13 PO BOX 360075 · SAN JUAN, PR 00936 | Contract Administrator | $1,112 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,463 | $122,239-84.1% | $184,203-89.4% | $74,495-73.9% |
| Participation rate | 91.3% | 85.5%+5.8pp | 86.8%+4.5pp | 67.2%+24.1pp |
| Annual return | 2.80% | 19.95%-17.1pp | 28.81%-26.0pp | 1364.94%-1362.1pp |
| Employer contribution / active EE | $1,118 | $4,537-75.4% | $6,427-82.6% | $2,623-57.4% |
| Participant deferral / active EE | $1,412 | $7,139-80.2% | $9,131-84.5% | $4,346-67.5% |
| Admin fee / account holder | $22 | $1,260-98.3% | $13,901-99.8% | $1,942-98.9% |