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: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $3,922 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,625 | $56,443-74.1% | $83,848-82.6% | $55,725-73.8% |
| Participation rate | 98.4% | 72.0%+26.4pp | 76.1%+22.3pp | 70.9%+27.6pp |
| Annual return | -4.02% | 393.67%-397.7pp | 850.88%-854.9pp | 244.93%-248.9pp |
| Employer contribution / active EE | $209 | $2,682-92.2% | $3,631-94.2% | $2,078-89.9% |
| Participant deferral / active EE | $881 | $2,965-70.3% | $4,082-78.4% | $3,356-73.7% |
| Admin fee / account holder | $10 | $156-93.6% | $5,478-99.8% | $115-91.3% |