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, INC9+ years Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $20,130 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $5,032 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,127 |
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 | $47,160 | $65,557-28.1% | $64,056-26.4% | $71,457-34.0% |
| Participation rate | 61.6% | 73.2%-11.6pp | 72.3%-10.7pp | 67.9%-6.3pp |
| Annual return | 21.22% | 18.94%+2.3pp | 33.69%-12.5pp | 28.85%-7.6pp |
| Employer contribution / active EE | $1,090 | $2,669-59.2% | $2,747-60.3% | $2,588-57.9% |
| Participant deferral / active EE | $1,246 | $3,626-65.6% | $3,880-67.9% | $4,289-70.9% |
| Admin fee / account holder | $82 | $616-86.7% | $3,068-97.3% | $1,587-94.9% |