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 37 · EIN 04-2647786 | Loan Processing | $23,690 |
Filed as: B.RILEY WEALTH ADVISORS INC Service code 27 · EIN 91-1648671 | Advisory (Plan) | $22,419 |
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 | $97,759 | $58,926+65.9% | $97,226+0.5% | $74,495+31.2% |
| Participation rate | 70.2% | 63.5%+6.7pp | 72.7%-2.5pp | 67.2%+3.0pp |
| Annual return | 22.71% | 16.04%+6.7pp | 75.13%-52.4pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $3,509 | $1,894+85.3% | $2,729+28.6% | $2,623+33.8% |
| Participant deferral / active EE | $8,542 | $3,664+133.1% | $4,264+100.3% | $4,346+96.6% |
| Admin fee / account holder | $362 | $1,974-81.7% | $5,654-93.6% | $1,942-81.4% |