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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,722 |
Filed as: B. RILEY WEALTH MGMT Service code 27 · EIN 62-1518255 | Advisory (Plan) | $11,992 |
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 | $62,807 | $60,795+3.3% | $69,455-9.6% | $65,185-3.6% |
| Participation rate | 76.4% | 74.9%+1.5pp | 74.6%+1.8pp | 70.2%+6.2pp |
| Annual return | 22.23% | 17.46%+4.8pp | 28.97%-6.7pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,707 | $2,452-30.4% | $2,779-38.6% | $2,177-21.6% |
| Participant deferral / active EE | $4,530 | $3,162+43.3% | $3,535+28.1% | $3,514+28.9% |
| Admin fee / account holder | $230 | $314-26.6% | $3,839-94.0% | $847-72.8% |