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 |
|---|---|---|
BANCO POPULAR DE PUERTO RICO3 years Service code 21 PO BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $35,876 |
RSM US LLP4+ years Filed as: RSM PUERTO RICO Service code 10 PO BOX 10528 · SAN JUAN, PR 00922 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,738 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $137,151 | $42,396+223.5% | $67,313+103.8% | $56,287+143.7% |
| Participation rate | 96.6% | 61.0%+35.6pp | 69.1%+27.5pp | 69.9%+26.7pp |
| Annual return | -3.09% | -36.63%+33.5pp | -4.08%+1.0pp | -9.96%+6.9pp |
| Employer contribution / active EE | $6,645 | $1,414+370.1% | $2,566+159.0% | $2,111+214.8% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $252 | $510-50.6% | $4,507-94.4% | $521-51.7% |