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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $8,332 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $7,221 |
BPAS1 year Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,196 | $42,894-57.6% | $60,874-70.1% | $68,494-73.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.28% | -13.98%-2.3pp | 16.90%-33.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $457 | $1,978-76.9% | $2,701-83.1% | $2,596-82.4% |
| Participant deferral / active EE | $1,054 | $2,867-63.2% | $3,817-72.4% | $4,027-73.8% |
| Admin fee / account holder | $150 | $3,101-95.2% | $3,224-95.4% | $5,403-97.2% |