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 RICO6+ years Service code 21 · EIN 66-0561870 PO BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $26,595 |
T ROWE PRICE RPS INC6+ years Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,950 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,036 | $81,208+84.8% | $98,907+51.7% | $79,858+87.9% |
| Participation rate | 89.7% | 72.5%+17.1pp | 76.0%+13.6pp | 69.6%+20.0pp |
| Annual return | 13.08% | 60.99%-47.9pp | 196.43%-183.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $9,436 | $1,960+381.5% | $2,689+250.9% | $2,471+281.9% |
| Participant deferral / active EE | $10,046 | $3,265+207.7% | $4,244+136.7% | $3,740+168.6% |
| Admin fee / account holder | $188 | $6,013-96.9% | $6,642-97.2% | $5,306-96.4% |