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 · EIN 66-0561870 | Bank Trustee | $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 | $6,346 | $37,196-82.9% | $154,107-95.9% | $55,725-88.6% |
| Participation rate | 83.9% | 64.1%+19.8pp | 83.0%+0.9pp | 70.9%+13.0pp |
| Annual return | -4.11% | 1319.68%-1323.8pp | 735.12%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $344 | $1,614-78.7% | $5,298-93.5% | $2,078-83.5% |
| Participant deferral / active EE | $830 | $2,068-59.9% | $5,081-83.7% | $3,356-75.3% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |