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 |
|---|---|---|
ORIENTAL PENSION CONSULTANTS6+ years Service code 24 · EIN 59-2356441 | Discretionary Trustee | $35,170 |
ORIENTAL BANK3 years Filed as: ORIENTAL BANK AND TRUST Service code 24 · EIN 66-0259436 | Discretionary Trustee | $28,888 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,950 | $78,781-55.6% | $100,516-65.2% | $73,409-52.4% |
| Participation rate | 93.9% | 80.0%+13.9pp | 79.4%+14.5pp | 72.2%+21.7pp |
| Annual return | 11.54% | 31.69%-20.1pp | 30.89%-19.4pp | 59.29%-47.8pp |
| Employer contribution / active EE | $3,094 | $2,420+27.9% | $3,418-9.5% | $2,234+38.5% |
| Participant deferral / active EE | $3,243 | $6,537-50.4% | $6,270-48.3% | $3,805-14.8% |
| Admin fee / account holder | $58 | $145-60.4% | $8,081-99.3% | $158-63.6% |