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 |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $38,309 |
Filed as: FALCON SANCHEZ & ASSOCIATES Service code 10 PO BOX 366397 · SAN JUAN, PR 00936 | Accounting | $8,528 |
Filed as: EMPOWERADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,034 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,461 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $4,600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,777 | $82,664-30.1% | $125,339-53.9% | $68,494-15.6% |
| Participation rate | 80.9% | 75.0%+5.8pp | 82.4%-1.5pp | 67.9%+13.0pp |
| Annual return | -4.52% | -5.97%+1.4pp | 572.05%-576.6pp | -7.84%+3.3pp |
| Employer contribution / active EE | $1,604 | $3,381-52.6% | $4,814-66.7% | $2,596-38.2% |
| Participant deferral / active EE | $2,058 | $6,110-66.3% | $7,446-72.4% | $4,027-48.9% |
| Admin fee / account holder | $144 | $6,275-97.7% | $10,010-98.6% | $5,403-97.3% |