Filed January 26, 2023 (most recent of 2 filings on file)
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: B RILEY WEALTH MANAGEMENT INC. Service code 10 6000 POPLAR AVE STE.150 · MEMPHIS, TN 38119 | Accounting | $27,724 |
BURLEIGH CONSULTING GROUP6+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DR., STE. 2 · MEMPHIS, TN 38117 | Contract Administrator | $16,001 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,422 | $58,290-25.5% | $98,442-55.9% | $86,799-50.0% |
| Participation rate | 76.4% | 68.3%+8.0pp | 73.3%+3.0pp | 72.3%+4.1pp |
| Annual return | 13.11% | 43.48%-30.4pp | 1492.73%-1479.6pp | 97.91%-84.8pp |
| Employer contribution / active EE | $1,183 | $2,008-41.1% | $2,960-60.0% | $2,405-50.8% |
| Participant deferral / active EE | $2,750 | $3,152-12.8% | $4,276-35.7% | $4,131-33.4% |
| Admin fee / account holder | $133 | $138-3.1% | $5,949-97.8% | $170-21.3% |