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 |
|---|---|---|
BPAS2 years Filed as: BPAS TRUST CO OF PUERTO RICO Service code 25 · EIN 66-0795542 1225 PONCE DE LEON AVE · SAN JUAN, PR 00907 | Directed Trustee | $11,448 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $4,312 |
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 | $30,940 | $61,156-49.4% | $185,823-83.3% | $79,386-61.0% |
| Participation rate | 97.7% | 66.6%+31.1pp | 81.7%+16.0pp | 70.7%+27.0pp |
| Annual return | 10.22% | 19.45%-9.2pp | 122.05%-111.8pp | 116.85%-106.6pp |
| Employer contribution / active EE | $1,289 | $2,321-44.4% | $5,167-75.1% | $2,427-46.9% |
| Participant deferral / active EE | $2,287 | $2,789-18.0% | $5,568-58.9% | $4,046-43.5% |
| Admin fee / account holder | $79 | $710-88.8% | $16,237-99.5% | $626-87.4% |