See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL1 year Filed as: CONSULTIVA INTERNACIONAL INC Service code 27 250 AVE LUIS MUNOZ RIVERA SUITE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $8,434 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,489 | $226,064-73.7% | $182,532-67.4% | $152,861-61.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.32% | 192.51%-172.2pp | 148.54%-128.2pp | 345.32%-325.0pp |
| Employer contribution / active EE | $4,589 | $4,978-7.8% | $4,076+12.6% | $4,762-3.6% |
| Participant deferral / active EE | $4,096 | $6,368-35.7% | $5,524-25.9% | $5,850-30.0% |
| Admin fee / account holder | $11,798 | $10,703+10.2% | $8,592+37.3% | $11,596+1.7% |