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 | $2,997 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,707 | $106,236-84.3% | $112,228-85.1% | $64,808-74.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -14.40% | -6.02%-8.4pp | 27.45%-41.9pp | 32.82%-47.2pp |
| Employer contribution / active EE | $506 | $3,166-84.0% | $3,635-86.1% | $2,506-79.8% |
| Participant deferral / active EE | $1,129 | $3,785-70.2% | $4,728-76.1% | $4,310-73.8% |
| Admin fee / account holder | $7 | $452-98.4% | $6,410-99.9% | $188-96.3% |