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 | $8,400 | $62,928-86.7% | $172,739-95.1% | $67,579-87.6% |
| Participation rate | 85.0% | 64.5%+20.6pp | 82.6%+2.4pp | 71.3%+13.8pp |
| Annual return | 23.48% | 30.36%-6.9pp | 802.84%-779.4pp | 378.56%-355.1pp |
| Employer contribution / active EE | $393 | $1,636-76.0% | $5,143-92.4% | $2,148-81.7% |
| Participant deferral / active EE | $958 | $2,145-55.3% | $5,198-81.6% | $3,539-72.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |