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 72 · EIN 66-0561870 | Other investment fees and expenses | $0 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,953 | $37,196-75.9% | $154,107-94.2% | $55,725-83.9% |
| Participation rate | 96.6% | 64.1%+32.5pp | 83.0%+13.6pp | 70.9%+25.8pp |
| Annual return | -2.98% | 1319.68%-1322.7pp | 735.12%-738.1pp | 244.93%-247.9pp |
| Employer contribution / active EE | $175 | $1,614-89.1% | $5,298-96.7% | $2,078-91.6% |
| Participant deferral / active EE | $1,164 | $2,068-43.7% | $5,081-77.1% | $3,356-65.3% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |