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 |
|---|---|---|
Service code 72 | Other investment fees and expenses | $23,196 |
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,301 | $46,292-84.2% | $143,757-94.9% | $64,808-88.7% |
| Participation rate | 88.3% | 64.2%+24.1pp | 80.3%+8.0pp | 71.5%+16.8pp |
| Annual return | -18.68% | -10.05%-8.6pp | -0.04%-18.6pp | 32.82%-51.5pp |
| Employer contribution / active EE | $538 | $1,910-71.8% | $4,951-89.1% | $2,506-78.5% |
| Participant deferral / active EE | $1,280 | $2,646-51.6% | $5,637-77.3% | $4,310-70.3% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |