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 Service code 15 111 PINE STREET STREET · SAN FRANCISCO, CA 94111 | Recordkeeping | $34,436 |
NEWPORT GROUP, INC.4 years Service code 59 · EIN 27-2037969 | Shareholder Servicing | $9,524 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,970 | $77,503+45.8% | $100,391+12.5% | $80,856+39.7% |
| Participation rate | 98.2% | 76.9%+21.2pp | 81.5%+16.7pp | 67.6%+30.5pp |
| Annual return | 13.92% | 37.20%-23.3pp | 49.20%-35.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,722 | $6,820+115.9% | $8,082+82.2% | $4,296+242.7% |
| Admin fee / account holder | $421 | $5,897-92.9% | $7,899-94.7% | $6,918-93.9% |