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 | $937 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,202 | $79,171-54.3% | $102,423-64.7% | $74,495-51.4% |
| Participation rate | 78.6% | 74.8%+3.8pp | 76.5%+2.1pp | 67.2%+11.4pp |
| Annual return | 9.16% | 54.93%-45.8pp | 29.32%-20.2pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $865 | $2,362-63.4% | $3,023-71.4% | $2,623-67.0% |
| Participant deferral / active EE | $2,263 | $4,415-48.7% | $5,053-55.2% | $4,346-47.9% |
| Admin fee / account holder | $169 | $2,001-91.5% | $9,451-98.2% | $1,942-91.3% |