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 RICO9+ years Service code 14 · EIN 66-0561870 PO BOX 362708 · SAN JUAN, PR 00936 | Plan Administrator | $25,705 |
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 | $172,399 | $118,450+45.5% | $98,439+75.1% | $139,434+23.6% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 15.36% | 18.94%-3.6pp | 21.16%-5.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $15,757 | $3,609+336.6% | $3,048+417.0% | $4,751+231.7% |
| Participant deferral / active EE | $15,241 | $5,392+182.7% | $4,738+221.7% | $6,710+127.1% |
| Admin fee / account holder | $248 | $14,026-98.2% | $8,948-97.2% | $11,403-97.8% |