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 SECURITIES, INC. Service code 72 · EIN 66-0561870 | Other investment fees and expenses | $27,497 |
Filed as: POPULAR INC. Service code 72 | Other investment fees and expenses | $27,497 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $4,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,822 | $70,002-36.0% | $115,037-61.0% | $52,331-14.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.32% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,938 | $2,715-28.6% | $4,608-57.9% | $1,882+3.0% |
| Participant deferral / active EE | $1,000 | $4,920-79.7% | $6,026-83.4% | $3,022-66.9% |
| Admin fee / account holder | $39 | $566-93.2% | $8,175-99.5% | $592-93.5% |