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 SERVICES10+ years Service code 21 PO BOX 362708 · SAN JUAN, PR 009362708 | Bank Trustee | $58,510 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,975 | $66,457-45.9% | $81,382-55.8% | $77,643-53.7% |
| Participation rate | 73.3% | 68.7%+4.6pp | 69.5%+3.8pp | 70.6%+2.7pp |
| Annual return | 15.00% | 15.93%-0.9pp | 24.73%-9.7pp | 31.24%-16.2pp |
| Employer contribution / active EE | $313 | $2,159-85.5% | $2,463-87.3% | $2,726-88.5% |
| Participant deferral / active EE | $1,388 | $3,679-62.3% | $3,883-64.3% | $4,647-70.1% |
| Admin fee / account holder | $12 | $583-97.9% | $5,768-99.8% | $430-97.2% |