See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,851 |
Filed as: RITHOLTZ WEALTH MANAGEMENT. Service code 27 · EIN 46-3303127 | Advisory (Plan) | $21,936 |
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 | $34,995 | $66,124-47.1% | $90,404-61.3% | $73,488-52.4% |
| Participation rate | 97.2% | 69.7%+27.6pp | 72.7%+24.5pp | 70.7%+26.5pp |
| Annual return | 24.73% | 17.65%+7.1pp | 1293.02%-1268.3pp | 28.51%-3.8pp |
| Employer contribution / active EE | $4,333 | $2,346+84.7% | $3,262+32.8% | $2,270+90.9% |
| Participant deferral / active EE | $4,943 | $3,039+62.6% | $3,963+24.7% | $3,740+32.2% |
| Admin fee / account holder | $239 | $396-39.6% | $5,611-95.7% | $513-53.3% |