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 LLC4 years Service code 26 · EIN 47-3447827 1750 PRAIRIE CITY RD., #130-250 · FOLSOM, CA 95630 | Advisory (Participants) | $27,967 |
Service code 66 | Other insurance wrap fees; Insurance ... | $16,143 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 306 S STATE RD 446 · BLOOMINGTON, IN 47401 | Recordkeeping | $1,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,116 | $48,265+53.6% | $68,791+7.7% | $68,494+8.2% |
| Participation rate | 81.0% | 60.7%+20.4pp | 69.0%+12.0pp | 67.9%+13.1pp |
| Annual return | -11.95% | -12.71%+0.8pp | -6.38%-5.6pp | -7.84%-4.1pp |
| Employer contribution / active EE | $8,223 | $1,829+349.7% | $2,655+209.7% | $2,596+216.7% |
| Participant deferral / active EE | $1,418 | $2,867-50.5% | $3,941-64.0% | $4,027-64.8% |
| Admin fee / account holder | $318 | $4,355-92.7% | $4,932-93.6% | $5,403-94.1% |