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 |
|---|---|---|
Service code 72 | Other investment fees and expenses | $84,443 |
BPPR - POPULAR FIDUCIARY SERVICES11+ years Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $1,380 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $41,380 | $108,549-61.9% | $156,263-73.5% | $85,563-51.6% |
| Participation rate | 92.1% | 77.1%+15.0pp | 78.9%+13.2pp | 66.0%+26.1pp |
| Annual return | 17.01% | 21.79%-4.8pp | 59.47%-42.5pp | 31.51%-14.5pp |
| Employer contribution / active EE | $1,321 | $2,690-50.9% | $4,333-69.5% | $2,654-50.2% |
| Participant deferral / active EE | $2,163 | $4,800-54.9% | $6,158-64.9% | $4,375-50.6% |
| Admin fee / account holder | $107 | $650-83.6% | $14,255-99.3% | $834-87.2% |