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 |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
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 | $31,995 | $34,932-8.4% | $56,441-43.3% | $74,546-57.1% |
| Participation rate | 95.9% | 32.9%+63.1pp | 52.5%+43.4pp | 67.2%+28.7pp |
| Annual return | 10.20% | 24.90%-14.7pp | 1704.21%-1694.0pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $1,055 | $608+73.4% | $1,039+1.5% | $2,624-59.8% |
| Participant deferral / active EE | $3,080 | $1,173+162.6% | $1,953+57.7% | $4,347-29.2% |
| Admin fee / account holder | $0 | $2,359-100.0% | $2,829-100.0% | $1,944-100.0% |