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 | $891 |
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 | $89,488 | $98,982-9.6% | $162,163-44.8% | $65,185+37.3% |
| Participation rate | 79.2% | 85.8%-6.6pp | 87.6%-8.4pp | 70.2%+9.0pp |
| Annual return | 21.78% | 24.84%-3.1pp | 115.59%-93.8pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,341 | $3,467-61.3% | $5,614-76.1% | $2,177-38.4% |
| Participant deferral / active EE | $2,824 | $5,384-47.5% | $7,298-61.3% | $3,514-19.6% |
| Admin fee / account holder | $7 | $596-98.8% | $10,843-99.9% | $847-99.1% |