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) | $8,135 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,002 |
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 | $107,408 | $99,078+8.4% | $96,544+11.3% | $74,419+44.3% |
| Participation rate | 34.9% | 80.7%-45.8pp | 76.0%-41.1pp | 70.7%-35.9pp |
| Annual return | 16.86% | 22.48%-5.6pp | 25.84%-9.0pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,471 | $2,570-42.8% | $2,965-50.4% | $2,637-44.2% |
| Participant deferral / active EE | $2,366 | $4,933-52.0% | $4,851-51.2% | $4,528-47.7% |
| Admin fee / account holder | $78 | $225-65.2% | $8,252-99.1% | $348-77.5% |