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 21 PO BOX 362708 · SAN JUAN, PR 009362709 | Bank Trustee | $5,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,226 | $89,739-16.2% | $149,718-49.8% | $62,292+20.8% |
| Participation rate | 86.3% | 85.1%+1.2pp | 87.1%-0.8pp | 69.5%+16.7pp |
| Annual return | 14.75% | 21.01%-6.3pp | 1501.63%-1486.9pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,479 | $3,233-54.3% | $5,445-72.8% | $2,042-27.6% |
| Participant deferral / active EE | $2,355 | $4,797-50.9% | $6,569-64.2% | $3,169-25.7% |
| Admin fee / account holder | $39 | $551-93.0% | $11,283-99.7% | $479-91.9% |