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 |
|---|---|---|
Service code 72 | Other investment fees and expenses | $5,476 |
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
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 | $23,442 | $65,435-64.2% | $86,677-73.0% | $66,914-65.0% |
| Participation rate | 98.8% | 75.5%+23.3pp | 76.6%+22.2pp | 69.8%+29.0pp |
| Annual return | -15.73% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,033 | $2,153-52.0% | $2,836-63.6% | $2,544-59.4% |
| Participant deferral / active EE | $2,735 | $4,100-33.3% | $4,656-41.3% | $4,237-35.5% |
| Admin fee / account holder | $63 | $642-90.2% | $7,493-99.2% | $593-89.4% |