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 · EIN 59-2356441 | Recordkeeping | $1,200 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $241 |
ORIENTAL BANK1 year Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,274 | $64,286-88.7% | $90,951-92.0% | $73,409-90.1% |
| Participation rate | 95.7% | 63.6%+32.1pp | 69.0%+26.7pp | 72.2%+23.5pp |
| Annual return | 27.76% | 21.45%+6.3pp | 134.60%-106.8pp | 59.29%-31.5pp |
| Employer contribution / active EE | $229 | $895-74.4% | $2,122-89.2% | $2,234-89.8% |
| Participant deferral / active EE | $355 | $2,453-85.5% | $3,373-89.5% | $3,805-90.7% |
| Admin fee / account holder | $11 | $287-96.3% | $5,959-99.8% | $158-93.3% |