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 | $2,821 |
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 | $10,546 | $62,928-83.2% | $172,739-93.9% | $67,579-84.4% |
| Participation rate | 96.6% | 64.5%+32.1pp | 82.6%+14.0pp | 71.3%+25.3pp |
| Annual return | 19.60% | 30.36%-10.8pp | 802.84%-783.2pp | 378.56%-359.0pp |
| Employer contribution / active EE | $159 | $1,636-90.3% | $5,143-96.9% | $2,148-92.6% |
| Participant deferral / active EE | $1,054 | $2,145-50.9% | $5,198-79.7% | $3,539-70.2% |
| Admin fee / account holder | $5 | $167-97.0% | $13,954-100.0% | $142-96.5% |