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 | $51,518 |
Filed as: BPPR-POPULAR FICUCIARY SERVICES Service code 72 | Other investment fees and expenses | $19,773 |
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 | $24,902 | $88,515-71.9% | $162,163-84.6% | $67,579-63.2% |
| Participation rate | 96.0% | 86.8%+9.2pp | 87.6%+8.4pp | 71.3%+24.7pp |
| Annual return | 20.36% | 27.04%-6.7pp | 115.59%-95.2pp | 378.56%-358.2pp |
| Employer contribution / active EE | $2,294 | $3,563-35.6% | $5,614-59.1% | $2,148+6.8% |
| Participant deferral / active EE | $1,986 | $5,724-65.3% | $7,298-72.8% | $3,539-43.9% |
| Admin fee / account holder | $60 | $124-51.1% | $10,843-99.4% | $142-57.5% |