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 MANAGEMEN Service code 15 · EIN 22-3623353 | Recordkeeping | $30,618 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,245 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $11,488 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,883 | $98,982+72.6% | $162,163+5.4% | $65,185+162.2% |
| Participation rate | 71.7% | 85.8%-14.0pp | 87.6%-15.8pp | 70.2%+1.5pp |
| Annual return | 26.84% | 24.84%+2.0pp | 115.59%-88.7pp | 29.38%-2.5pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,333 | $5,384+91.9% | $7,298+41.6% | $3,514+194.1% |
| Admin fee / account holder | $406 | $596-31.9% | $10,843-96.3% | $847-52.1% |