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) | $9,122 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,607 | $65,435-48.6% | $86,677-61.2% | $66,914-49.8% |
| Participation rate | 37.0% | 75.5%-38.5pp | 76.6%-39.6pp | 69.8%-32.8pp |
| Annual return | -14.87% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,457 | $2,153-32.3% | $2,836-48.6% | $2,544-42.7% |
| Participant deferral / active EE | $2,797 | $4,100-31.8% | $4,656-39.9% | $4,237-34.0% |
| Admin fee / account holder | $162 | $642-74.7% | $7,493-97.8% | $593-72.7% |