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: RIVERSEDGE ADV RET SOLUTIONS, LLC Service code 15 · EIN 27-1155910 | Recordkeeping | $42,012 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $17,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,622 | $56,638+24.7% | $169,368-58.3% | $74,419-5.1% |
| Participation rate | 85.3% | 67.5%+17.8pp | 77.1%+8.2pp | 70.7%+14.6pp |
| Annual return | 17.84% | 24.75%-6.9pp | 405.60%-387.8pp | 34.38%-16.5pp |
| Employer contribution / active EE | $3,665 | $2,027+80.8% | $4,013-8.7% | $2,637+39.0% |
| Participant deferral / active EE | $3,315 | $4,223-21.5% | $6,221-46.7% | $4,528-26.8% |
| Admin fee / account holder | $52 | $307-82.9% | $9,003-99.4% | $348-84.9% |