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 |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Service code 15 · EIN 66-0561870 | Recordkeeping | $15,865 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,645 | $129,021-80.1% | $184,203-86.1% | $77,643-67.0% |
| Participation rate | 86.8% | 87.3%-0.5pp | 86.8%0pp | 70.6%+16.2pp |
| Annual return | 15.47% | 33.27%-17.8pp | 28.81%-13.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $795 | $4,413-82.0% | $6,427-87.6% | $2,726-70.9% |
| Participant deferral / active EE | $1,870 | $7,297-74.4% | $9,131-79.5% | $4,647-59.8% |
| Admin fee / account holder | $22 | $254-91.4% | $13,901-99.8% | $430-94.9% |