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 | $211,402 |
BEACON POINTE ADVISORS LLC5 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 23-2148108 20000 HORIZON WAY, SUITE 600 · MOUNT LAUREL, NJ 08054 | Contract Administrator | $51,466 |
Filed as: UNITED BANK Service code 19 · EIN 55-0241865 PO BOX 393 · CHARLESTON, WV 25322 | Securities Custodian | $30,805 |
GRAY, GRIFFITH & MAYS, A.C.8 years Filed as: GRAY GRIFFITH & MAYS A.C. Service code 10 · EIN 55-0621482 707 VIRGINIA ST E, SUITE 400 · CHARLESTON, WV 25301 | Accounting | $11,100 |
O'DONOGHUE & O'DONOGHUE2 years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVENUE, NW SUITE 800 · WASHINGTON DC, DC 20015 | Legal | $5,205 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,325 | $88,480-96.2% | $96,683-96.6% | $80,160-95.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 9.48% | 22.53%-13.0pp | 35.69%-26.2pp | 40.38%-30.9pp |
| Employer contribution / active EE | $2,472 | $4,176-40.8% | $3,737-33.8% | $2,978-17.0% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $114 | $212-46.0% | $6,730-98.3% | $145-21.1% |