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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RIVERSEDGE ADVANCED RETIREMENT SOLU Service code 15 · EIN 27-1155910 | Recordkeeping | $11,727 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $7,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,853 | $61,272-67.6% | $149,673-86.7% | $71,457-72.2% |
| Participation rate | 44.6% | 62.5%-18.0pp | 78.8%-34.2pp | 67.9%-23.4pp |
| Annual return | 17.44% | 35.85%-18.4pp | 134.42%-117.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $439 | $2,378-81.6% | $4,818-90.9% | $2,588-83.0% |
| Participant deferral / active EE | $746 | $2,917-74.4% | $5,680-86.9% | $4,289-82.6% |
| Admin fee / account holder | $199 | $1,261-84.2% | $13,210-98.5% | $1,587-87.5% |