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 |
|---|---|---|
ORIENTAL BANK8 years Filed as: ORIENTAL BANK & TRUST Service code 99 PO BOX 191429 · SAN JUAN, PR 009191429 | Other Fees | $20,623 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,288 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,827 | $54,701-41.8% | $86,188-63.1% | $71,457-55.5% |
| Participation rate | 81.3% | 60.1%+21.2pp | 69.0%+12.4pp | 67.9%+13.4pp |
| Annual return | 15.95% | 20.06%-4.1pp | 1168.45%-1152.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $722 | $1,265-42.9% | $2,380-69.7% | $2,588-72.1% |
| Participant deferral / active EE | $2,782 | $3,108-10.5% | $3,985-30.2% | $4,289-35.1% |
| Admin fee / account holder | $123 | $1,922-93.6% | $6,852-98.2% | $1,587-92.3% |