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 | $15,444 |
BPAS3+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $10,557 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Investment Management | $10,554 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,168 | $95,561-14.0% | $77,163+6.5% | $139,434-41.1% |
| Participation rate | 81.0% | 73.9%+7.0pp | 69.6%+11.4pp | 80.3%+0.6pp |
| Annual return | 13.81% | 54.92%-41.1pp | 37.87%-24.1pp | 372.94%-359.1pp |
| Employer contribution / active EE | $899 | $3,147-71.4% | $2,535-64.5% | $4,751-81.1% |
| Participant deferral / active EE | $1,947 | $4,624-57.9% | $3,833-49.2% | $6,710-71.0% |
| Admin fee / account holder | $406 | $8,295-95.1% | $5,472-92.6% | $11,403-96.4% |