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 15 PO BOX 9023794 · SAN JUAN, PR 009023794 | Recordkeeping | $103,211 |
ALBERTO R. LAZARO, PSC3+ years Service code 10 PO BOX 195613 · SAN JUAN, PR 009195613 | Accounting | $14,677 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,863 | $85,766+66.6% | $136,294+4.8% | $70,131+103.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.56% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $4,642 | $2,966+56.5% | $4,695-1.1% | $2,342+98.2% |
| Participant deferral / active EE | $5,772 | $5,051+14.3% | $6,247-7.6% | $3,332+73.2% |
| Admin fee / account holder | $422 | $5,420-92.2% | $9,243-95.4% | $4,645-90.9% |