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 10-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 |
|---|---|---|
COSULTIVA INTERNATIONAL, INC11+ years Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $28,772 |
A & A EMPLOYEE BENEFITS CONSULTING11+ years Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $7,274 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,379 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,251 |
Filed as: EMPOWER ANNUITY INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,620 | $67,984-15.2% | $65,493-12.0% | $74,304-22.5% |
| Participation rate | 60.5% | 66.3%-5.8pp | 73.1%-12.6pp | 60.3%+0.2pp |
| Annual return | 14.27% | 19.87%-5.6pp | 982.45%-968.2pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,185 | $2,491-52.4% | $2,574-54.0% | $2,241-47.1% |
| Participant deferral / active EE | $1,421 | $3,346-57.5% | $3,961-64.1% | $3,767-62.3% |
| Admin fee / account holder | $145 | $1,373-89.5% | $5,028-97.1% | $2,969-95.1% |