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 Service code 26 · EIN 22-3623353 111 PINE ST · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $10,681 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,638 | $84,487-55.5% | $125,339-70.0% | $66,914-43.8% |
| Participation rate | 72.9% | 76.4%-3.5pp | 82.4%-9.5pp | 69.8%+3.1pp |
| Annual return | -17.54% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $4,940 | $3,553+39.1% | $4,814+2.6% | $2,544+94.2% |
| Participant deferral / active EE | $6,801 | $6,781+0.3% | $7,446-8.7% | $4,237+60.5% |
| Admin fee / account holder | $115 | $685-83.2% | $10,010-98.9% | $593-80.6% |