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 | Advisory (Plan) | $17,000 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS, LLC Service code 15 · EIN 27-1155910 | Recordkeeping | $12,943 |
Filed as: PACIFIC ISLAND FINANCIAL MGMT, LLC Service code 27 · EIN 65-1232249 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $195,235 | $167,483+16.6% | $115,752+68.7% | $147,584+32.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | -53.27% | 12.11%-65.4pp | 19.41%-72.7pp | 578.55%-631.8pp |
| Employer contribution / active EE | $2,000 | $4,960-59.7% | $3,492-42.7% | $4,876-59.0% |
| Participant deferral / active EE | $20,276 | $7,037+188.1% | $5,204+289.6% | $5,439+272.8% |
| Admin fee / account holder | $96 | $13,069-99.3% | $6,278-98.5% | $10,885-99.1% |