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 | $21,422 |
Service code 72 | Other investment fees and expenses | $10,913 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,477 | $84,936-66.5% | $111,297-74.4% | $79,386-64.1% |
| Participation rate | 98.9% | 75.9%+23.0pp | 77.3%+21.6pp | 70.7%+28.2pp |
| Annual return | 11.50% | 17.45%-6.0pp | 54.65%-43.2pp | 116.85%-105.4pp |
| Employer contribution / active EE | $1,073 | $1,979-45.8% | $2,731-60.7% | $2,427-55.8% |
| Participant deferral / active EE | $2,808 | $3,888-27.8% | $4,487-37.4% | $4,046-30.6% |
| Admin fee / account holder | $203 | $537-62.2% | $7,964-97.5% | $626-67.6% |