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, INC10+ years Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $25,100 |
A & A EMPLOYEE BENEFITS CONSULTING10+ years Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $6,274 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,518 |
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 | $52,153 | $69,763-25.2% | $67,502-22.7% | $74,495-30.0% |
| Participation rate | 54.4% | 71.4%-17.0pp | 72.9%-18.5pp | 67.2%-12.8pp |
| Annual return | 15.83% | -40.34%+56.2pp | 3512.12%-3496.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,052 | $2,704-61.1% | $2,731-61.5% | $2,623-59.9% |
| Participant deferral / active EE | $1,272 | $3,636-65.0% | $4,000-68.2% | $4,346-70.7% |
| Admin fee / account holder | $99 | $896-88.9% | $3,998-97.5% | $1,942-94.9% |