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 |
|---|---|---|
RIVERPATH INVESTMENTS LLC2 years Service code 26 · EIN 47-3447827 1750 PRAIRIE CITY RD., #130-250 · FOLSOM, CA 95630 | Advisory (Participants) | $26,354 |
Service code 52 | Indirect Investment Fees | $18,552 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 306 S STATE RD 446 · BLOOMINGTON, IN 47401 | Recordkeeping | $2,276 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,314 | $59,839+2.5% | $81,983-25.2% | $79,858-23.2% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.2%+10.8pp | 69.6%+10.4pp |
| Annual return | 3.39% | 17.56%-14.2pp | 41.31%-37.9pp | 31.71%-28.3pp |
| Employer contribution / active EE | $6,488 | $1,713+278.7% | $2,498+159.7% | $2,471+162.6% |
| Participant deferral / active EE | $900 | $2,695-66.6% | $3,722-75.8% | $3,740-75.9% |
| Admin fee / account holder | $233 | $4,287-94.6% | $5,664-95.9% | $5,306-95.6% |