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 | $35,578 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,162 | $50,815-54.4% | $155,509-85.1% | $77,643-70.2% |
| Participation rate | 78.0% | 63.1%+14.9pp | 78.2%-0.2pp | 70.6%+7.4pp |
| Annual return | 38.51% | 34.80%+3.7pp | 64.67%-26.2pp | 31.24%+7.3pp |
| Employer contribution / active EE | $1,797 | $1,993-9.8% | $4,672-61.5% | $2,726-34.1% |
| Participant deferral / active EE | $5,357 | $2,822+89.8% | $5,626-4.8% | $4,647+15.3% |
| Admin fee / account holder | $156 | $437-64.3% | $15,912-99.0% | $430-63.8% |