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 | $8,476 | $52,293-83.8% | $178,490-95.3% | $73,409-88.5% |
| Participation rate | 85.6% | 65.3%+20.3pp | 81.9%+3.7pp | 72.2%+13.5pp |
| Annual return | 12.96% | 34.75%-21.8pp | 151.07%-138.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $471 | $1,735-72.9% | $5,011-90.6% | $2,234-78.9% |
| Participant deferral / active EE | $1,088 | $2,332-53.4% | $5,202-79.1% | $3,805-71.4% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |