Filed February 8, 2022
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 RICO2 years Service code 72 | Other investment fees and expenses | $30,665 |
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $17,342 |
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 | $26,622 | $86,897-69.4% | $151,611-82.4% | $64,808-58.9% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.5%+11.2pp | 71.5%+27.2pp |
| Annual return | -16.06% | -3.57%-12.5pp | 3.33%-19.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,870 | $4,010-53.4% | $6,166-69.7% | $2,506-25.4% |
| Participant deferral / active EE | $2,869 | $6,690-57.1% | $8,363-65.7% | $4,310-33.5% |
| Admin fee / account holder | $34 | $153-77.6% | $11,616-99.7% | $188-81.7% |