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 MGMT9+ years Filed as: FIRST REPUBLIC SECURITIES COMPANY Service code 21 1230 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Bank Trustee | $63,584 |
Service code 21 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $18,202 |
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,527 |
Participant contribution per participant 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 | $54,184 | $76,050-28.8% | $96,544-43.9% | $71,457-24.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 14.44% | 22.81%-8.4pp | 25.84%-11.4pp | 28.85%-14.4pp |
| Employer contribution / active EE | $2,483 | $2,244+10.6% | $2,965-16.3% | $2,588-4.0% |
| Participant deferral / active EE | $781 | $4,215-81.5% | $4,851-83.9% | $4,289-81.8% |
| Admin fee / account holder | $293 | $2,707-89.2% | $8,252-96.5% | $1,587-81.6% |