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: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $1,358 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,071 | $56,767-52.3% | $101,794-73.4% | $85,563-68.4% |
| Participation rate | 72.0% | 57.6%+14.4pp | 69.2%+2.8pp | 66.0%+6.0pp |
| Annual return | 8.51% | 17.76%-9.3pp | 30.53%-22.0pp | 31.51%-23.0pp |
| Employer contribution / active EE | $241 | $1,112-78.3% | $2,289-89.5% | $2,654-90.9% |
| Participant deferral / active EE | $1,296 | $2,720-52.4% | $4,084-68.3% | $4,375-70.4% |
| Admin fee / account holder | $6 | $1,098-99.4% | $8,777-99.9% | $834-99.3% |