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 |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $42,675 |
BPAS ACTUARIAL & PENSION SERVICES10+ years Service code 11 · EIN 30-0192194 | Actuarial | $39,485 |
JOSE E. ROSARIO & CO. CPA, PSC10+ years Service code 10 · EIN 66-0687714 | Accounting | $14,664 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $893,103-100.0% | $893,103-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 58.4%-58.4pp | 58.4%-58.4pp | 35.7%-35.7pp |
| Annual return | -1.90% | 10.32%-12.2pp | 10.59%-12.5pp | 15.19%-17.1pp |
| Employer contribution / active EE | $0 | $36,556-100.0% | $33,926-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $4,376-100.0% | $4,376-100.0% | $50,584-100.0% |