See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO6 years Service code 15 · EIN 66-0561870 POST OFFICE BOX 362708 · SAN JUAN, PR 00736 | Recordkeeping | $18,743 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,176 | $48,750-40.2% | $88,946-67.2% | $74,304-60.7% |
| Participation rate | 89.9% | 44.5%+45.4pp | 68.8%+21.1pp | 60.3%+29.6pp |
| Annual return | 16.27% | 25.91%-9.6pp | 57.82%-41.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $3,402 | $1,255+171.0% | $2,555+33.1% | $2,241+51.8% |
| Participant deferral / active EE | $65 | $2,423-97.3% | $4,581-98.6% | $3,767-98.3% |
| Admin fee / account holder | $149 | $3,756-96.0% | $8,261-98.2% | $2,969-95.0% |