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 | $8,061 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,946 | $73,638-68.8% | $95,952-76.1% | $73,488-68.8% |
| Participation rate | 97.9% | 76.2%+21.8pp | 77.1%+20.8pp | 70.7%+27.2pp |
| Annual return | 12.91% | 16.78%-3.9pp | 91.61%-78.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,098 | $1,863-41.1% | $2,541-56.8% | $2,270-51.6% |
| Participant deferral / active EE | $2,881 | $3,617-20.3% | $4,167-30.9% | $3,740-23.0% |
| Admin fee / account holder | $163 | $482-66.1% | $6,795-97.6% | $513-68.1% |