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) | $36,000 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS LLC Service code 15 · EIN 27-1155910 | Recordkeeping | $7,307 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,438 | $82,202-54.5% | $125,339-70.1% | $64,808-42.2% |
| Participation rate | 80.3% | 77.9%+2.4pp | 82.4%-2.1pp | 71.5%+8.8pp |
| Annual return | -15.12% | 3.48%-18.6pp | 572.05%-587.2pp | 32.82%-47.9pp |
| Employer contribution / active EE | $2,017 | $3,615-44.2% | $4,814-58.1% | $2,506-19.5% |
| Participant deferral / active EE | $4,307 | $7,175-40.0% | $7,446-42.2% | $4,310-0.1% |
| Admin fee / account holder | $112 | $163-31.5% | $10,010-98.9% | $188-40.5% |