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 BANK3 years Filed as: ORIENTAL BANK & TRUST Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $45,732 |
RODRIGUEZ TORRES3 years Service code 27 273 AVE PONCE DE LEON AVE 1400 · SAN JUAN, PR 00917 | Advisory (Plan) | $35,459 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,807 |
PSV & COMPANY PSC3 years Service code 10 PO BOX 363247 · SAN JUAN, PR 009363247 | Accounting | $10,920 |
Filed as: LEAFT HOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $8,865 |
PENSION PLUS INC3 years Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $8,865 |
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.
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 | $82,555 | $82,978-0.5% | $129,995-36.5% | $71,457+15.5% |
| Participation rate | 87.5% | 74.1%+13.4pp | 78.5%+9.0pp | 67.9%+19.6pp |
| Annual return | 13.61% | 20.60%-7.0pp | -137.18%+150.8pp | 28.85%-15.2pp |
| Employer contribution / active EE | $1,795 | $2,622-31.5% | $4,320-58.4% | $2,588-30.6% |
| Participant deferral / active EE | $3,027 | $4,432-31.7% | $5,820-48.0% | $4,289-29.4% |
| Admin fee / account holder | $324 | $1,729-81.3% | $10,614-96.9% | $1,587-79.6% |