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 |
|---|---|---|
CONSULTIVA INTERNATIONAL9 years Service code 28 CITIVIEW PLAZA, TORRE 1 · GUAYNABO, PR 00968 | Investment Management | $24,533 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $15,480 |
BPAS10+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $6,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,296 | $84,556-63.0% | $116,228-73.1% | $74,304-57.9% |
| Participation rate | 59.8% | 66.0%-6.2pp | 74.6%-14.8pp | 60.3%-0.6pp |
| Annual return | 10.98% | 18.35%-7.4pp | 90.06%-79.1pp | 29.43%-18.4pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,165 | $3,814-69.4% | $4,953-76.5% | $3,767-69.1% |
| Admin fee / account holder | $307 | $3,792-91.9% | $11,989-97.4% | $2,969-89.7% |