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 FICUCIARY SERVICES Service code 72 | Other investment fees and expenses | $40,950 |
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $35,905 |
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 | $20,338 | $80,005-74.6% | $140,016-85.5% | $55,725-63.5% |
| Participation rate | 92.6% | 87.0%+5.6pp | 87.5%+5.1pp | 70.9%+21.8pp |
| Annual return | -3.19% | 0.46%-3.6pp | 651.12%-654.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,124 | $3,403-37.6% | $5,606-62.1% | $2,078+2.2% |
| Participant deferral / active EE | $1,635 | $5,264-68.9% | $6,927-76.4% | $3,356-51.3% |
| Admin fee / account holder | $48 | $116-58.6% | $10,705-99.6% | $115-58.4% |