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 |
|---|---|---|
BANCO POPULAR DE PUERTO RICO10+ years Service code 49 · EIN 66-0561870 | Other Services | $32,045 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,033 | $54,193-68.6% | $93,654-81.8% | $77,671-78.1% |
| Participation rate | 54.8% | 63.9%-9.1pp | 68.7%-13.9pp | 70.6%-15.8pp |
| Annual return | 14.80% | 30.54%-15.7pp | 133.34%-118.5pp | 31.21%-16.4pp |
| Employer contribution / active EE | $465 | $1,168-60.2% | $2,421-80.8% | $2,726-82.9% |
| Participant deferral / active EE | $853 | $3,144-72.9% | $4,413-80.7% | $4,648-81.7% |
| Admin fee / account holder | $63 | $576-89.0% | $8,282-99.2% | $430-85.3% |