Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: FIRST REPUBLIC INVESTMENT MGMNT Service code 27 · EIN 22-3623353 | Advisory (Plan) | $30,165 |
BORIS BENIC AND ASSOCIATES LLP10+ years Service code 10 · EIN 54-2190047 | Accounting | $17,230 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,911 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,897 | $80,731-14.7% | $103,374-33.4% | $74,546-7.6% |
| Participation rate | 93.6% | 65.7%+27.9pp | 74.5%+19.1pp | 67.2%+26.4pp |
| Annual return | 10.67% | 27.56%-16.9pp | 24.89%-14.2pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $3,022 | $3,158-4.3% | $3,869-21.9% | $2,624+15.2% |
| Participant deferral / active EE | $5,005 | $3,860+29.6% | $5,058-1.0% | $4,347+15.1% |
| Admin fee / account holder | $295 | $2,369-87.5% | $8,394-96.5% | $1,944-84.8% |