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: DUNCAN WILLIAMS ASSET MGT Service code 26 · EIN 47-3030907 5350 POPLAR AVE STE 600 · MEMPHIS, TN 38119 | Advisory (Participants) | $40,888 |
Filed as: B. RILEY WEALTH MANAGEMENT Service code 26 · EIN 62-1518255 40 S. MAIN STREET · MEMPHIS, TN 38103 | Advisory (Participants) | $27,132 |
Service code 15 · EIN 01-0233334 PO BOX 55765 · BOSTON, MA 02205 | Recordkeeping | $1,108 |
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 | $143,713 | $101,317+41.8% | $146,958-2.2% | $74,495+92.9% |
| Participation rate | 95.0% | 75.5%+19.4pp | 82.2%+12.8pp | 67.2%+27.8pp |
| Annual return | 13.20% | 8730.91%-8717.7pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $6,351 | $3,810+66.7% | $4,933+28.7% | $2,623+142.1% |
| Participant deferral / active EE | $8,533 | $7,303+16.8% | $8,070+5.7% | $4,346+96.4% |
| Admin fee / account holder | $548 | $1,739-68.5% | $12,998-95.8% | $1,942-71.8% |