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 MNGT Service code 26 111 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $157,518 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $16,945 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $9,890 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,018 | $99,957+182.1% | $149,696+88.4% | $73,488+283.8% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.5%+15.5pp | 70.7%+27.3pp |
| Annual return | 12.73% | 53.87%-41.1pp | 276.60%-263.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $14,130 | $3,191+342.8% | $4,644+204.2% | $2,270+522.4% |
| Participant deferral / active EE | $12,616 | $6,073+107.7% | $6,842+84.4% | $3,740+237.4% |
| Admin fee / account holder | $746 | $551+35.6% | $9,309-92.0% | $513+45.5% |