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 |
|---|---|---|
CROWLEY FLECK PLLP1+ years Filed as: CROWLEY PR SERVICES INC Service code 99 P.O. BOX 9023921 · SAN JUAN, PR 00902 | Other Fees | $28,094 |
Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 P.O. BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $20,975 |
RSM US LLP1+ years Filed as: RSM PUERTO RICO Service code 10 · EIN 66-0388756 P.O. BOX 10528 · SAN JUAN, PR 00922 | Accounting | $16,148 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,748 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,634 | $46,745+288.6% | $60,547+200.0% | $52,331+247.1% |
| Participation rate | 95.9% | 58.6%+37.3pp | 68.0%+27.9pp | 68.1%+27.8pp |
| Annual return | 1.04% | 0.61%+0.4pp | 335.64%-334.6pp | 4.54%-3.5pp |
| Employer contribution / active EE | $6,813 | $1,259+441.2% | $2,419+181.6% | $1,882+262.1% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $419 | $537-22.0% | $4,536-90.8% | $592-29.2% |