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 | $22,484 |
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.
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 | $9,904 | $47,126-79.0% | $149,673-93.4% | $74,419-86.7% |
| Participation rate | 88.8% | 63.4%+25.4pp | 78.8%+10.0pp | 70.7%+18.0pp |
| Annual return | 18.85% | 22.75%-3.9pp | 134.42%-115.6pp | 34.38%-15.5pp |
| Employer contribution / active EE | $573 | $1,905-69.9% | $4,818-88.1% | $2,637-78.3% |
| Participant deferral / active EE | $1,420 | $2,728-48.0% | $5,680-75.0% | $4,528-68.6% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |