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 4-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 16-1503696 | Recordkeeping | $20,052 |
BPAS2+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $11,595 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Investment Management | $11,592 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,963 | $88,594-34.6% | $70,092-17.3% | $134,475-56.9% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -15.99% | 442.67%-458.7pp | 190.73%-206.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $897 | $3,233-72.3% | $2,559-64.9% | $4,740-81.1% |
| Participant deferral / active EE | $2,137 | $4,772-55.2% | $3,849-44.5% | $6,400-66.6% |
| Admin fee / account holder | $357 | $10,441-96.6% | $6,267-94.3% | $11,426-96.9% |