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 |
|---|---|---|
RODRIGUEZ TORRES1 year Service code 27 273 PONCE DE LEON AVE SUITE 1400 · HATO REY, PR 00917 | Advisory (Plan) | $4,389 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,352 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: MASSACUSET MUTUAL LIFE Service code 55 P O BOX 9500 · SPRINFIELD, MA 01102 | Other Commissions | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,588 | $93,571-38.5% | $135,903-57.6% | $75,163-23.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.94% | 30.90%-10.0pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,134 | $3,537-11.4% | $4,856-35.5% | $2,670+17.4% |
| Participant deferral / active EE | $5,820 | $6,404-9.1% | $7,758-25.0% | $4,125+41.1% |
| Admin fee / account holder | $54 | $6,975-99.2% | $10,762-99.5% | $5,651-99.1% |