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: B RILEY WEALTH MANAGEMENT Service code 27 · EIN 62-1518255 | Advisory (Plan) | $35,181 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,795 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,896 | $72,254+18.9% | $86,677-0.9% | $64,808+32.5% |
| Participation rate | 36.0% | 80.4%-44.4pp | 76.6%-40.6pp | 71.5%-35.5pp |
| Annual return | -18.49% | 392.42%-410.9pp | 35.91%-54.4pp | 32.82%-51.3pp |
| Employer contribution / active EE | $1,517 | $2,393-36.6% | $2,836-46.5% | $2,506-39.5% |
| Participant deferral / active EE | $2,242 | $4,658-51.9% | $4,656-51.8% | $4,310-48.0% |
| Admin fee / account holder | $267 | $174+53.4% | $7,493-96.4% | $188+42.0% |