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 · EIN 46-3303127 | Advisory (Plan) | $8,523 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,361 | $86,286-53.2% | $111,297-63.7% | $85,850-53.0% |
| Participation rate | 34.9% | 73.3%-38.4pp | 77.3%-42.4pp | 69.3%-34.4pp |
| Annual return | 10.82% | 19.99%-9.2pp | 54.65%-43.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,454 | $2,043-28.8% | $2,731-46.8% | $2,565-43.3% |
| Participant deferral / active EE | $2,617 | $3,641-28.1% | $4,487-41.7% | $3,952-33.8% |
| Admin fee / account holder | $189 | $8,188-97.7% | $7,964-97.6% | $6,260-97.0% |