See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES11+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $179,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,524 | $56,767+4.9% | $101,794-41.5% | $85,563-30.4% |
| Participation rate | 94.9% | 57.6%+37.3pp | 69.2%+25.7pp | 66.0%+29.0pp |
| Annual return | 14.69% | 17.76%-3.1pp | 30.53%-15.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $1,189 | $1,112+6.9% | $2,289-48.1% | $2,654-55.2% |
| Participant deferral / active EE | $2,519 | $2,720-7.4% | $4,084-38.3% | $4,375-42.4% |
| Admin fee / account holder | $166 | $1,098-84.9% | $8,777-98.1% | $834-80.1% |