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: RIVERSEDGE ADVAN. RETIRE. SOLUTIONS Service code 50 · EIN 27-1155910 3000 VILLAGE RUN ROAD · WEXFORD, PA 15090 | Direct Payment | $97,720 |
BEACON POINTE ADVISORS LLC4 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 23-2148108 27 ROLAND AVENUE, SUITE 200 · MOUNT LAUREL, NJ 08054 | Contract Administrator | $50,118 |
Filed as: UNITED BANK Service code 19 · EIN 55-0241865 PO BOX 393 · CHARLESTON, WV 25322 | Securities Custodian | $28,249 |
O'DONOGHUE & O'DONOGHUE1 year Service code 29 · EIN 53-0120528 5301 WISCONSIN AVENUE, NW SUITE 800 · WASHINGTON DC, DC 20015 | Legal | $6,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,189 | $106,236-97.0% | $112,228-97.2% | $64,808-95.1% |
| Participation rate | 47.1% | 71.7%-24.6pp | 75.1%-28.0pp | 71.5%-24.4pp |
| Annual return | -18.93% | -6.02%-12.9pp | 27.45%-46.4pp | 32.82%-51.8pp |
| Employer contribution / active EE | $1,246 | $3,166-60.6% | $3,635-65.7% | $2,506-50.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $109 | $452-75.9% | $6,410-98.3% | $188-41.9% |