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 | $105,165 |
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 | $38,743 | $100,227-61.3% | $169,993-77.2% | $74,419-47.9% |
| Participation rate | 79.1% | 87.3%-8.2pp | 87.0%-7.9pp | 70.7%+8.4pp |
| Annual return | 16.73% | 66.08%-49.4pp | 53.37%-36.6pp | 34.38%-17.7pp |
| Employer contribution / active EE | $2,837 | $4,263-33.4% | $6,785-58.2% | $2,637+7.6% |
| Participant deferral / active EE | $2,550 | $7,143-64.3% | $10,408-75.5% | $4,528-43.7% |
| Admin fee / account holder | $131 | $234-44.2% | $12,815-99.0% | $348-62.4% |