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 8-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 MGMNT Service code 27 · EIN 22-3623353 | Advisory (Plan) | $35,112 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,236 |
CARON & BLETZER, PLLC2 years Filed as: CARON AND BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,312 | $60,989-25.7% | $60,874-25.6% | $66,914-32.3% |
| Participation rate | 94.7% | 74.5%+20.3pp | 73.1%+21.6pp | 69.8%+24.9pp |
| Annual return | -16.57% | -9.60%-7.0pp | 16.90%-33.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,902 | $2,661+9.1% | $2,701+7.4% | $2,544+14.1% |
| Participant deferral / active EE | $9,168 | $3,615+153.6% | $3,817+140.2% | $4,237+116.4% |
| Admin fee / account holder | $255 | $338-24.7% | $3,224-92.1% | $593-57.0% |