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 | $74,524 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,444 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,914 | $130,194+51.2% | $169,993+15.8% | $71,457+175.6% |
| Participation rate | 78.5% | 86.1%-7.7pp | 87.0%-8.5pp | 67.9%+10.5pp |
| Annual return | 16.70% | 20.37%-3.7pp | 53.37%-36.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $15,435 | $6,923+123.0% | $10,408+48.3% | $4,289+259.9% |
| Admin fee / account holder | $664 | $966-31.2% | $12,815-94.8% | $1,587-58.1% |