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 | $2,400 |
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 | $14,743 | $119,446-87.7% | $150,045-90.2% | $85,563-82.8% |
| Participation rate | 91.5% | 75.4%+16.0pp | 82.3%+9.1pp | 66.0%+25.5pp |
| Annual return | 25.85% | 23.72%+2.1pp | 62.55%-36.7pp | 31.51%-5.7pp |
| Employer contribution / active EE | $1,344 | $4,078-67.1% | $4,693-71.4% | $2,654-49.4% |
| Participant deferral / active EE | $3,786 | $7,985-52.6% | $7,997-52.7% | $4,375-13.5% |
| Admin fee / account holder | $21 | $548-96.2% | $13,435-99.8% | $834-97.5% |