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 72 | Other investment fees and expenses | $29,379 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $2,000 |
Filed as: BPPR - POPULAR SECURITIES, INC. Service code 72 · EIN 66-0561870 | Other investment fees and expenses | $0 |
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,489 | $82,664-29.2% | $125,339-53.3% | $68,494-14.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.29% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,375 | $3,381-29.8% | $4,814-50.7% | $2,596-8.5% |
| Participant deferral / active EE | $2,399 | $6,110-60.7% | $7,446-67.8% | $4,027-40.4% |
| Admin fee / account holder | $23 | $6,275-99.6% | $10,010-99.8% | $5,403-99.6% |