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 | $52,687 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,314 |
ADP BROKER-DEALER6+ 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 | $197,298 | $136,307+44.7% | $177,821+11.0% | $73,488+168.5% |
| Participation rate | 72.9% | 86.1%-13.2pp | 87.7%-14.8pp | 70.7%+2.3pp |
| Annual return | 14.86% | 18.68%-3.8pp | 48.32%-33.5pp | 28.51%-13.7pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,925 | $5,829+104.6% | $7,714+54.6% | $3,740+218.9% |
| Admin fee / account holder | $481 | $596-19.3% | $12,427-96.1% | $513-6.3% |