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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,435 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,722 |
PARITER SECURITIES1 year Service code 27 243 ROAD #2 · GUAYNABO, PR 00966 | Advisory (Plan) | $22,188 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $14,876 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $5,312 |
TORRES A3+ years Filed as: TORRES, HERNANDEZ & PUNTER CPA CSP Service code 10 PO BOX 4846 · CAROLINA, PR 009844846 | Accounting | $4,955 |
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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,733 | $46,100-74.5% | $86,590-86.5% | $69,631-83.1% |
| Participation rate | 79.0% | 67.2%+11.8pp | 73.5%+5.5pp | 70.7%+8.3pp |
| Annual return | 10.28% | 21.02%-10.7pp | 964.84%-954.6pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $68 | $1,850-96.3% | $2,839-97.6% | $2,032-96.6% |
| Participant deferral / active EE | $470 | $2,432-80.7% | $3,609-87.0% | $3,224-85.4% |
| Admin fee / account holder | $176 | $94+87.2% | $4,906-96.4% | $110+59.0% |