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 9-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 | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,344 | $27,839-77.2% | $58,482-89.2% | $71,457-91.1% |
| Participation rate | 100.0% | 34.5%+65.5pp | 50.9%+49.1pp | 67.9%+32.1pp |
| Annual return | 21.04% | 26.81%-5.8pp | 4239.32%-4218.3pp | 28.85%-7.8pp |
| Employer contribution / active EE | $386 | $631-38.8% | $1,053-63.4% | $2,588-85.1% |
| Participant deferral / active EE | $1,972 | $1,206+63.5% | $1,924+2.5% | $4,289-54.0% |
| Admin fee / account holder | $27 | $1,641-98.3% | $2,516-98.9% | $1,587-98.3% |