Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: B RILEY WEALTH MANAGEMENT Service code 26 40 SOUTH MAIN ST · MEMPHIS, TN 38103 | Advisory (Participants) | $16,405 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,844 | $74,347+35.6% | $93,621+7.7% | $67,579+49.2% |
| Participation rate | 98.8% | 80.6%+18.1pp | 75.8%+22.9pp | 71.3%+27.5pp |
| Annual return | 19.79% | 28.07%-8.3pp | 32.76%-13.0pp | 378.56%-358.8pp |
| Employer contribution / active EE | $21 | $2,583-99.2% | $2,719-99.2% | $2,148-99.0% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,539-100.0% |
| Admin fee / account holder | $23 | $123-81.1% | $7,890-99.7% | $142-83.7% |