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 MANAGEMENT Service code 27 24 WEST 40TH ST · NEW YORK, NY 10018 | Advisory (Plan) | $4,143 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,359 | $65,376-50.5% | $87,100-62.8% | $65,185-50.4% |
| Participation rate | 24.6% | 75.3%-50.7pp | 76.9%-52.2pp | 70.2%-45.6pp |
| Annual return | 22.59% | 31.27%-8.7pp | 28.19%-5.6pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,051 | $1,822-42.3% | $2,521-58.3% | $2,177-51.7% |
| Participant deferral / active EE | $1,830 | $3,388-46.0% | $4,049-54.8% | $3,514-47.9% |
| Admin fee / account holder | $137 | $520-73.7% | $7,497-98.2% | $847-83.9% |