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 |
|---|---|---|
Filed as: FIRST REPUBLIC INVESTMENT MNGMT Service code 26 1200 STATE STREET · SANTA BARBARA, CA 93101 | Advisory (Participants) | $16,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,064 | $75,388-72.1% | $123,544-83.0% | $55,725-62.2% |
| Participation rate | 49.5% | 75.7%-26.2pp | 82.3%-32.8pp | 70.9%-21.4pp |
| Annual return | -4.19% | 4.48%-8.7pp | 119.20%-123.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $910 | $3,063-70.3% | $4,628-80.3% | $2,078-56.2% |
| Participant deferral / active EE | $3,800 | $5,651-32.7% | $6,426-40.9% | $3,356+13.3% |
| Admin fee / account holder | $99 | $120-17.2% | $9,284-98.9% | $115-13.9% |