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 |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $1,125 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,750 | $93,170+6.0% | $100,534-1.8% | $84,808+16.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 9.07% | 47.13%-38.1pp | 32.66%-23.6pp | 40.90%-31.8pp |
| Employer contribution / active EE | $1,970 | $3,985-50.6% | $4,346-54.7% | $2,631-25.1% |
| Participant deferral / active EE | $3,737 | $5,699-34.4% | $6,144-39.2% | $4,212-11.3% |
| Admin fee / account holder | $35 | $7,382-99.5% | $7,654-99.5% | $7,344-99.5% |