See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST REPUBLIC INVESTMENT MANAGEMEN Service code 15 · EIN 22-3623353 | Recordkeeping | $20,377 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,220 |
JP MORGAN SECURITIES LLC1 year Service code 15 · EIN 13-4110995 | Recordkeeping | $6,603 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,582 | $102,317-31.0% | $146,958-52.0% | $80,856-12.7% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.2%-18.8pp | 67.6%-4.3pp |
| Annual return | 13.08% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,138 | $3,713-42.4% | $4,933-56.7% | $2,755-22.4% |
| Participant deferral / active EE | $6,673 | $6,644+0.4% | $8,070-17.3% | $4,296+55.3% |
| Admin fee / account holder | $283 | $7,941-96.4% | $12,998-97.8% | $6,918-95.9% |