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 MGMT8+ years Filed as: FIRST REPUBLIC SECURITIES COMPANY Service code 21 1230 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Bank Trustee | $159,384 |
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,601 |
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 | $47,833 | $65,435-26.9% | $86,677-44.8% | $66,914-28.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -20.64% | -10.89%-9.8pp | 35.91%-56.5pp | 1.58%-22.2pp |
| Employer contribution / active EE | $2,363 | $2,153+9.8% | $2,836-16.7% | $2,544-7.1% |
| Participant deferral / active EE | $611 | $4,100-85.1% | $4,656-86.9% | $4,237-85.6% |
| Admin fee / account holder | $537 | $642-16.3% | $7,493-92.8% | $593-9.5% |