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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80110 | Recordkeeping Fees | $12,057 |
ORIENTAL BANK1 year Filed as: ORIENTAL BANK & TRUST Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $3,010 |
CRS INC1 year Filed as: CRS CPA PSC Service code 13 151 TETUAN STREET · SAN JUAN, PR 00901 | Contract Administrator | $206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $65,561-100.0% | $86,188-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 60.5%-60.5pp | 69.0%-69.0pp | 67.2%-67.2pp |
| Annual return | 13.76% | 46.05%-32.3pp | 1168.45%-1154.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $165 | $1,553-89.4% | $2,380-93.1% | $2,670-93.8% |
| Participant deferral / active EE | $619 | $3,024-79.5% | $3,985-84.5% | $4,125-85.0% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |