See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HICKOK & BOARDMAN3 years Service code 27 346 SHELBURNE ROAD · BURLINGTON, VT 054021064 | Advisory (Plan) | $10,531 |
Filed as: RIVERSEDGE ADVANCED RETIREMENT SOLU Service code 15 · EIN 27-1155910 601 BROAD STREET · SEWICKLEY, PA 15143 | Recordkeeping | $5,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,850 | $73,867-82.6% | $143,757-91.1% | $68,494-81.2% |
| Participation rate | 58.8% | 66.7%-7.8pp | 80.3%-21.5pp | 67.9%-9.1pp |
| Annual return | -17.31% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $610 | $3,184-80.9% | $4,951-87.7% | $2,596-76.5% |
| Participant deferral / active EE | $978 | $3,384-71.1% | $5,637-82.7% | $4,027-75.7% |
| Admin fee / account holder | $132 | $5,755-97.7% | $14,673-99.1% | $5,403-97.6% |