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 |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES11+ years Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 PO BOX 362708 · SAN JUAN, PR 009362709 | Bank Trustee | $36,994 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,905 | $132,049-0.1% | $200,582-34.2% | $74,304+77.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 13.91% | 22.22%-8.3pp | 42.33%-28.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $2,219 | $4,558-51.3% | $6,419-65.4% | $2,241-1.0% |
| Participant deferral / active EE | $4,063 | $7,213-43.7% | $9,331-56.5% | $3,767+7.9% |
| Admin fee / account holder | $342 | $2,405-85.8% | $16,305-97.9% | $2,969-88.5% |