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 7-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 PO BOX 36278 · SAN JUAN, PR 009362709 | Bank Trustee | $9,201 |
Participant contribution per participant 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.
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 | $10,682 | $106,028-89.9% | $146,958-92.7% | $77,643-86.2% |
| Participation rate | 93.3% | 78.4%+14.9pp | 82.2%+11.2pp | 70.6%+22.7pp |
| Annual return | 30.61% | 56.73%-26.1pp | 418.34%-387.7pp | 31.24%-0.6pp |
| Employer contribution / active EE | $1,183 | $4,063-70.9% | $4,933-76.0% | $2,726-56.6% |
| Participant deferral / active EE | $3,426 | $7,990-57.1% | $8,070-57.5% | $4,647-26.3% |
| Admin fee / account holder | $28 | $337-91.7% | $12,998-99.8% | $430-93.5% |