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: 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).
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 | $16,873 | $51,620-67.3% | $90,281-81.3% | $65,185-74.1% |
| Participation rate | 60.7% | 68.6%-7.9pp | 73.3%-12.5pp | 70.2%-9.5pp |
| Annual return | 23.88% | 24.94%-1.1pp | 78.10%-54.2pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,157 | $2,235-48.2% | $2,854-59.5% | $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% | $5,351-98.3% | $847-89.3% |