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 | $35,262 |
NEWPORT GROUP, INC.2 years Service code 59 · EIN 27-2037969 | Shareholder Servicing | $25,693 |
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 | $81,854 | $59,107+38.5% | $86,436-5.3% | $68,494+19.5% |
| Participation rate | 97.0% | 75.2%+21.8pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -18.65% | -0.23%-18.4pp | 4394.89%-4413.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,583 | $5,901+164.1% | $6,952+124.2% | $4,027+286.9% |
| Admin fee / account holder | $473 | $5,637-91.6% | $6,731-93.0% | $5,403-91.3% |