See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 72 | Other investment fees and expenses | $18,594 |
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $9,105 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,237 | $101,317-43.5% | $146,958-61.1% | $74,495-23.2% |
| Participation rate | 94.9% | 75.5%+19.3pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 14.13% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,158 | $3,810-43.4% | $4,933-56.3% | $2,623-17.7% |
| Participant deferral / active EE | $3,431 | $7,303-53.0% | $8,070-57.5% | $4,346-21.1% |
| Admin fee / account holder | $46 | $1,739-97.4% | $12,998-99.6% | $1,942-97.6% |