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 |
|---|---|---|
DRIVEN PSC1 year Service code 10 B-7 TABONUCO ST STE 302 · SAN JUAN, PR 009363343 | Accounting | $10,374 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,224 |
ORIENTAL BANK1 year Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $6,546 |
Service code 55 600 HIGHWAY 169 S, STE 1410 · MINNEAPOLIS, MN 55426 | Other Commissions | $6,026 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,117 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,050 | $84,556-86.9% | $116,228-90.5% | $74,304-85.1% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 13.18% | 18.35%-5.2pp | 90.06%-76.9pp | 29.43%-16.2pp |
| Employer contribution / active EE | $346 | $2,168-84.1% | $2,994-88.5% | $2,241-84.6% |
| Participant deferral / active EE | $1,927 | $3,814-49.5% | $4,953-61.1% | $3,767-48.8% |
| Admin fee / account holder | $87 | $3,792-97.7% | $11,989-99.3% | $2,969-97.1% |