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 |
|---|---|---|
RIVERPOINT CAPITAL MANAGEMENT3+ years Filed as: RIVERPOINT CAPITAL Service code 28 · EIN 80-0861455 | Investment Management | $44,274 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $959 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $88,534 | $85,766+3.2% | $136,294-35.0% | $70,131+26.2% |
| Participation rate | 95.1% | 74.2%+20.9pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 13.80% | 31.45%-17.7pp | 5155.94%-5142.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,193 | $5,051-17.0% | $6,247-32.9% | $3,332+25.8% |
| Admin fee / account holder | $446 | $5,420-91.8% | $9,243-95.2% | $4,645-90.4% |