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 | $34,934-8.4% | $56,411-43.3% | $74,495-57.1% |
| Participation rate | 95.9% | 32.8%+63.1pp | 52.5%+43.5pp | 67.2%+28.7pp |
| Annual return | 10.20% | 25.94%-15.7pp | 1701.33%-1691.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,055 | $609+73.2% | $1,039+1.5% | $2,623-59.8% |
| Participant deferral / active EE | $3,080 | $1,170+163.2% | $1,952+57.8% | $4,346-29.1% |
| Admin fee / account holder | $0 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |