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 |
|---|---|---|
Service code 27 · EIN 65-1232249 | Advisory (Plan) | $38,098 |
CW ASSOCIATES3+ years Service code 10 · EIN 26-1659234 | Accounting | $9,842 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS, LLC Service code 15 · EIN 27-1155910 | Recordkeeping | $5,621 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,412 | $46,297+71.5% | $71,671+10.8% | $62,292+27.5% |
| Participation rate | 98.2% | 60.6%+37.5pp | 68.7%+29.4pp | 69.5%+28.7pp |
| Annual return | 21.07% | 22.32%-1.3pp | 20.65%+0.4pp | 28.90%-7.8pp |
| Employer contribution / active EE | $2,294 | $1,412+62.5% | $2,460-6.8% | $2,042+12.3% |
| Participant deferral / active EE | $3,451 | $2,235+54.4% | $3,438+0.4% | $3,169+8.9% |
| Admin fee / account holder | $289 | $461-37.3% | $5,558-94.8% | $479-39.7% |