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 RICO3+ years Service code 21 · EIN 66-0561870 PO BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $51,074 |
T ROWE PRICE RPS INC3+ years Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,240 |
Annual investment return 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 | $112,768 | $67,411+67.3% | $91,001+23.9% | $70,131+60.8% |
| Participation rate | 94.9% | 71.4%+23.6pp | 75.6%+19.3pp | 69.5%+25.4pp |
| Annual return | 11.34% | -40.16%+51.5pp | 4.60%+6.7pp | 73.14%-61.8pp |
| Employer contribution / active EE | $9,263 | $1,786+418.7% | $2,456+277.2% | $2,342+295.5% |
| Participant deferral / active EE | $9,844 | $2,823+248.7% | $3,547+177.5% | $3,332+195.5% |
| Admin fee / account holder | $257 | $4,236-93.9% | $5,417-95.2% | $4,645-94.5% |