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 7-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 64 · EIN 66-0561870 | Recordkeeping Fees | $3,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,379 | $65,061-76.4% | $143,757-89.3% | $66,914-77.0% |
| Participation rate | 54.8% | 65.2%-10.3pp | 80.3%-25.5pp | 69.8%-15.0pp |
| Annual return | -9.45% | -11.14%+1.7pp | -0.04%-9.4pp | 1.58%-11.0pp |
| Employer contribution / active EE | $1,158 | $2,361-50.9% | $4,951-76.6% | $2,544-54.5% |
| Participant deferral / active EE | $3,944 | $2,919+35.1% | $5,637-30.0% | $4,237-6.9% |
| Admin fee / account holder | $36 | $502-92.9% | $14,673-99.8% | $593-94.0% |