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 RICO8+ years Service code 21 · EIN 66-0561870 PO BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $40,036 |
T ROWE PRICE RPS INC8+ years Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,570 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $156,000 | $73,004+113.7% | $90,749+71.9% | $68,494+127.8% |
| Participation rate | 93.1% | 70.8%+22.3pp | 75.7%+17.4pp | 67.9%+25.2pp |
| Annual return | -13.09% | -13.81%+0.7pp | -12.16%-0.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $11,189 | $2,193+410.3% | $2,921+283.1% | $2,596+331.0% |
| Participant deferral / active EE | $11,049 | $3,627+204.7% | $4,564+142.1% | $4,027+174.4% |
| Admin fee / account holder | $201 | $5,896-96.6% | $8,445-97.6% | $5,403-96.3% |