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 |
|---|---|---|
RITHOLTZ WEALTH MANAGEMENT LLC DBA1 year Service code 27 24 W 40TH ST. · NEW YORK, NY 10018 | Advisory (Plan) | $24,539 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,007 |
Filed as: UNIGLOBAL PENSION PLANNING, IN. Service code 13 4114 LEGATO RD · FAIRFAX, VA 22033 | Contract Administrator | $11,931 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,045 |
Filed as: UNIGLOBAL PENSION PLANNING INC Service code 13 | Contract Administrator | $1,132 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,276 | $100,923-50.2% | $150,045-66.5% | $74,304-32.3% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.3%+16.3pp | 60.3%+38.3pp |
| Annual return | 18.25% | 51.77%-33.5pp | 62.55%-44.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $3,344 | $3,463-3.4% | $4,693-28.7% | $2,241+49.2% |
| Participant deferral / active EE | $6,502 | $6,709-3.1% | $7,997-18.7% | $3,767+72.6% |
| Admin fee / account holder | $186 | $2,767-93.3% | $13,435-98.6% | $2,969-93.7% |