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) | $36,945 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,950 |
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 | $54,356 | $65,557-17.1% | $64,056-15.1% | $71,457-23.9% |
| Participation rate | 93.9% | 73.2%+20.8pp | 72.3%+21.6pp | 67.9%+26.0pp |
| Annual return | 21.33% | 18.94%+2.4pp | 33.69%-12.4pp | 28.85%-7.5pp |
| Employer contribution / active EE | $3,019 | $2,669+13.1% | $2,747+9.9% | $2,588+16.7% |
| Participant deferral / active EE | $9,178 | $3,626+153.1% | $3,880+136.6% | $4,289+114.0% |
| Admin fee / account holder | $246 | $616-60.1% | $3,068-92.0% | $1,587-84.5% |