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) | $36,375 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS LLC Service code 15 · EIN 27-1155910 | Recordkeeping | $19,601 |
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.
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 | $44,350 | $95,274-53.5% | $135,903-67.4% | $74,419-40.4% |
| Participation rate | 98.3% | 78.2%+20.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 16.05% | 32.77%-16.7pp | 68.23%-52.2pp | 34.38%-18.3pp |
| Employer contribution / active EE | $2,321 | $3,874-40.1% | $4,856-52.2% | $2,637-12.0% |
| Participant deferral / active EE | $4,689 | $7,782-39.7% | $7,758-39.6% | $4,528+3.6% |
| Admin fee / account holder | $136 | $266-49.1% | $10,762-98.7% | $348-61.0% |