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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,415 |
Filed as: FIRST REPUBLIC INVESTMENT MANAGEMEN Service code 15 · EIN 22-3623353 | Recordkeeping | $49,961 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,542 | $78,419-49.6% | $133,956-70.5% | $73,409-46.1% |
| Participation rate | 90.4% | 78.6%+11.8pp | 79.8%+10.6pp | 72.2%+18.3pp |
| Annual return | 9.70% | 33.35%-23.7pp | 45.09%-35.4pp | 59.29%-49.6pp |
| Employer contribution / active EE | $1,046 | $2,044-48.8% | $3,919-73.3% | $2,234-53.2% |
| Participant deferral / active EE | $3,523 | $3,925-10.2% | $5,048-30.2% | $3,805-7.4% |
| Admin fee / account holder | $124 | $161-22.9% | $8,927-98.6% | $158-21.2% |