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 9-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) | $89,028 |
CONSULTIVA INTERNATIONAL2 years Filed as: CONSULTIVA INTERNATIONAL, INC. Service code 27 250 AVE LUIS MUNOZ RIVERA STE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $9,424 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,525 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,279 | $58,320+22.2% | $86,436-17.5% | $66,914+6.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.16% | -9.71%-7.4pp | 4394.89%-4412.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,046 | $2,615-60.0% | $3,769-72.2% | $2,544-58.9% |
| Participant deferral / active EE | $4,589 | $6,899-33.5% | $6,952-34.0% | $4,237+8.3% |
| Admin fee / account holder | $174 | $546-68.2% | $6,731-97.4% | $593-70.7% |