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 66-0561870 P.O. BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $22,570 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,088 |
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 | $161,701 | $60,776+166.1% | $85,682+88.7% | $79,386+103.7% |
| Participation rate | 95.7% | 62.1%+33.6pp | 69.9%+25.8pp | 70.7%+25.0pp |
| Annual return | 16.67% | 16.57%+0.1pp | 21.49%-4.8pp | 116.85%-100.2pp |
| Employer contribution / active EE | $6,448 | $1,663+287.7% | $2,618+146.3% | $2,427+165.6% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,923-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $6,873-100.0% | $626-100.0% |