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 |
|---|---|---|
Filed as: BANCO POPULAR Service code 21 · EIN 66-0727896 | Bank Trustee | $27,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,123 |
Participant contribution per participant 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 | $167,796 | $47,922+250.1% | $75,886+121.1% | $65,185+157.4% |
| Participation rate | 96.6% | 63.0%+33.6pp | 69.3%+27.3pp | 70.2%+26.4pp |
| Annual return | 23.05% | 24.12%-1.1pp | 30.76%-7.7pp | 29.38%-6.3pp |
| Employer contribution / active EE | $6,367 | $1,557+308.9% | $2,500+154.6% | $2,177+192.5% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $147 | $532-72.3% | $5,418-97.3% | $847-82.6% |