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 | $6,787 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,405 | $66,764-8.0% | $88,497-30.6% | $62,891-2.4% |
| Participation rate | 97.4% | 77.3%+20.2pp | 82.4%+15.0pp | 69.3%+28.1pp |
| Annual return | 11.93% | 10.37%+1.6pp | 7.63%+4.3pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,438 | $3,077-53.2% | $4,036-64.4% | $2,281-36.9% |
| Participant deferral / active EE | $3,544 | $3,976-10.9% | $4,899-27.7% | $3,203+10.6% |
| Admin fee / account holder | $0 | $4,668-100.0% | $6,220-100.0% | $4,296-100.0% |