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 |
|---|---|---|
Filed as: B RILEY WEALTH MANAGEMENT Service code 27 · EIN 62-1518255 | Advisory (Plan) | $50,546 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,898 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,057 | $42,353+39.4% | $79,550-25.8% | $64,808-8.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | -15.49% | -12.24%-3.3pp | 0.16%-15.7pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,592 | $1,181+34.8% | $2,413-34.0% | $2,506-36.5% |
| Participant deferral / active EE | $5,564 | $3,170+75.5% | $3,985+39.6% | $4,310+29.1% |
| Admin fee / account holder | $89 | $160-44.4% | $6,832-98.7% | $188-52.8% |