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 27-2233898 | Advisory (Plan) | $49,742 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS LLC Service code 15 · EIN 27-1155910 | Recordkeeping | $17,754 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,948 | $104,317-57.9% | $159,436-72.4% | $86,799-49.4% |
| Participation rate | 82.8% | 77.7%+5.1pp | 82.8%0pp | 72.3%+10.5pp |
| Annual return | 12.33% | 26.32%-14.0pp | 263.57%-251.2pp | 97.91%-85.6pp |
| Employer contribution / active EE | $2,002 | $3,451-42.0% | $4,829-58.6% | $2,405-16.8% |
| Participant deferral / active EE | $3,822 | $6,837-44.1% | $7,352-48.0% | $4,131-7.5% |
| Admin fee / account holder | $148 | $172-13.9% | $10,799-98.6% | $170-12.6% |