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 | $22,158 |
Filed as: POPULAR INC. Service code 72 | Other investment fees and expenses | $22,158 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $2,800 |
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 | $53,419 | $89,355-40.2% | $141,162-62.2% | $72,985-26.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.46% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,965 | $3,114-36.9% | $4,735-58.5% | $2,440-19.4% |
| Participant deferral / active EE | $1,578 | $5,418-70.9% | $6,709-76.5% | $3,607-56.2% |
| Admin fee / account holder | $29 | $5,958-99.5% | $10,261-99.7% | $5,124-99.4% |