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 | $12,801 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,276 | $47,126-59.1% | $149,673-87.1% | $74,419-74.1% |
| Participation rate | 74.0% | 63.4%+10.6pp | 78.8%-4.8pp | 70.7%+3.3pp |
| Annual return | 31.60% | 22.75%+8.8pp | 134.42%-102.8pp | 34.38%-2.8pp |
| Employer contribution / active EE | $1,405 | $1,905-26.3% | $4,818-70.8% | $2,637-46.7% |
| Participant deferral / active EE | $4,456 | $2,728+63.3% | $5,680-21.6% | $4,528-1.6% |
| Admin fee / account holder | $62 | $343-82.0% | $13,210-99.5% | $348-82.3% |