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 | $88,883 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,444 | $86,897-68.4% | $151,611-81.9% | $64,808-57.7% |
| Participation rate | 86.0% | 87.3%-1.3pp | 87.5%-1.5pp | 71.5%+14.5pp |
| Annual return | -16.51% | -3.57%-12.9pp | 3.33%-19.8pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,607 | $4,010-35.0% | $6,166-57.7% | $2,506+4.1% |
| Participant deferral / active EE | $2,340 | $6,690-65.0% | $8,363-72.0% | $4,310-45.7% |
| Admin fee / account holder | $112 | $153-27.0% | $11,616-99.0% | $188-40.6% |