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 15 · EIN 66-0561870 | Recordkeeping | $30,638 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,151 | $62,127-11.2% | $81,382-32.2% | $74,495-26.0% |
| Participation rate | 98.5% | 64.0%+34.4pp | 69.5%+29.0pp | 67.2%+31.3pp |
| Annual return | 11.72% | 16.48%-4.8pp | 24.73%-13.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,852 | $1,882-1.6% | $2,463-24.8% | $2,623-29.4% |
| Participant deferral / active EE | $3,874 | $3,229+20.0% | $3,883-0.2% | $4,346-10.8% |
| Admin fee / account holder | $16 | $1,934-99.2% | $5,768-99.7% | $1,942-99.2% |