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 15 PO BOX 3627808 · SAN JUAN, PR 009362709 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,191 | $46,173-82.3% | $170,442-95.2% | $69,631-88.2% |
| Participation rate | 85.2% | 63.9%+21.3pp | 83.6%+1.7pp | 70.7%+14.6pp |
| Annual return | 22.17% | 21.62%+0.6pp | 205.93%-183.8pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $379 | $1,610-76.5% | $5,433-93.0% | $2,032-81.4% |
| Participant deferral / active EE | $814 | $2,080-60.9% | $4,939-83.5% | $3,224-74.7% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |