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 |
|---|---|---|
Service code 26 5350 POPLAR AVENUE · MEMPHIS, TN 38119 | Advisory (Participants) | $26,440 |
Filed as: B. RILEY WEALTH ADVISORS, INC. Service code 26 · EIN 91-1648671 40 S. MAIN STREET · MEMPHIS, TN 38103 | Advisory (Participants) | $17,444 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,515 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,307 | $89,436+70.3% | $164,813-7.6% | $77,643+96.2% |
| Participation rate | 34.6% | 78.6%-44.0pp | 78.6%-44.0pp | 70.6%-36.0pp |
| Annual return | 14.86% | 28.83%-14.0pp | 69.93%-55.1pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,162 | $2,569-54.8% | $4,341-73.2% | $2,726-57.4% |
| Participant deferral / active EE | $2,029 | $4,897-58.6% | $6,031-66.4% | $4,647-56.3% |
| Admin fee / account holder | $626 | $339+84.5% | $12,690-95.1% | $430+45.5% |