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 |
|---|---|---|
FIRST REPUBLIC INVESTMENT MGMT5+ years Filed as: FIRST REPUBLIC SECURITIES COMPANY Service code 21 1230 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Bank Trustee | $167,467 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,175 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,417 | $65,376-10.6% | $87,100-32.9% | $65,185-10.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 15.35% | 31.27%-15.9pp | 28.19%-12.8pp | 29.38%-14.0pp |
| Employer contribution / active EE | $2,241 | $1,822+23.0% | $2,521-11.1% | $2,177+3.0% |
| Participant deferral / active EE | $448 | $3,388-86.8% | $4,049-88.9% | $3,514-87.3% |
| Admin fee / account holder | $539 | $520+3.7% | $7,497-92.8% | $847-36.4% |