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 | $5,481 |
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 | $72,783 | $79,523-8.5% | $140,016-48.0% | $56,287+29.3% |
| Participation rate | 84.9% | 85.7%-0.8pp | 87.5%-2.6pp | 69.9%+15.0pp |
| Annual return | -3.81% | 2.39%-6.2pp | 651.12%-654.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,358 | $3,350-59.5% | $5,606-75.8% | $2,111-35.7% |
| Participant deferral / active EE | $2,851 | $5,129-44.4% | $6,927-58.8% | $3,350-14.9% |
| Admin fee / account holder | $45 | $614-92.7% | $10,705-99.6% | $521-91.4% |