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 RICO10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $8,020 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,714 | $45,031-2.9% | $85,009-48.6% | $77,671-43.7% |
| Participation rate | 86.3% | 48.7%+37.6pp | 67.5%+18.8pp | 70.6%+15.7pp |
| Annual return | 15.85% | 79.22%-63.4pp | 66.47%-50.6pp | 31.21%-15.4pp |
| Employer contribution / active EE | $1,875 | $1,609+16.5% | $2,728-31.3% | $2,726-31.2% |
| Participant deferral / active EE | $3,276 | $2,807+16.7% | $4,522-27.5% | $4,648-29.5% |
| Admin fee / account holder | $165 | $912-81.9% | $6,153-97.3% | $430-61.6% |