See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RIVERBANK WEALTH MANAGEMENT2 years Service code 27 · EIN 45-3302176 | Advisory (Plan) | $18,442 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,212 | $44,059-54.1% | $71,671-71.8% | $69,631-71.0% |
| Participation rate | 63.3% | 60.8%+2.6pp | 68.7%-5.4pp | 70.7%-7.3pp |
| Annual return | 19.37% | 21.97%-2.6pp | 20.65%-1.3pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $338 | $1,305-74.1% | $2,460-86.2% | $2,032-83.4% |
| Participant deferral / active EE | $1,783 | $2,370-24.7% | $3,438-48.1% | $3,224-44.7% |
| Admin fee / account holder | $59 | $108-44.9% | $5,558-98.9% | $110-46.3% |