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 | $3,076 |
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 | $20,846 | $92,971-77.6% | $96,683-78.4% | $74,419-72.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 18.59% | 37.49%-18.9pp | 35.69%-17.1pp | 34.38%-15.8pp |
| Employer contribution / active EE | $516 | $3,426-84.9% | $3,737-86.2% | $2,637-80.4% |
| Participant deferral / active EE | $1,123 | $3,970-71.7% | $4,878-77.0% | $4,528-75.2% |
| Admin fee / account holder | $11 | $633-98.3% | $6,730-99.8% | $348-96.9% |