Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RITHOLTZ WEALTH MGMT. LLC Service code 27 24 WEST 4OTH STREET · NEW YORK, NY 10018 | Advisory (Plan) | $8,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,873 | $51,620-67.3% | $90,324-81.3% | $65,186-74.1% |
| Participation rate | 60.7% | 68.6%-7.9pp | 73.3%-12.5pp | 70.2%-9.5pp |
| Annual return | 23.88% | 24.94%-1.1pp | 78.15%-54.3pp | 29.39%-5.5pp |
| Employer contribution / active EE | $1,157 | $2,235-48.2% | $2,856-59.5% | $2,177-46.9% |
| Participant deferral / active EE | $2,065 | $2,871-28.1% | $3,885-46.9% | $3,514-41.2% |
| Admin fee / account holder | $91 | $384-76.4% | $5,356-98.3% | $847-89.3% |