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 6-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: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $14,532 |
RITHOLTZ WEALTH MANAGEMENT LLC1+ years Filed as: RITHOLTZ WEALTH MANAGEMENT Service code 26 24 WEST 40TH STREET · NEW YORK, NY 10018 | Advisory (Participants) | $10,061 |
Filed as: LAWSON, RESCINIO,SCHIBELL&ASSOC. PC Service code 10 1806 HIGHWAY 35 · OAKHURST, NJ 07755 | Accounting | $8,750 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,884 |
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 | $73,807 | $51,620+43.0% | $90,281-18.2% | $65,185+13.2% |
| Participation rate | 73.2% | 68.6%+4.5pp | 73.3%-0.1pp | 70.2%+3.0pp |
| Annual return | 322.13% | 24.94%+297.2pp | 78.10%+244.0pp | 29.38%+292.7pp |
| Employer contribution / active EE | $1,111 | $2,235-50.3% | $2,854-61.1% | $2,177-49.0% |
| Participant deferral / active EE | $1,255 | $2,871-56.3% | $3,885-67.7% | $3,514-64.3% |
| Admin fee / account holder | $261 | $384-32.2% | $5,351-95.1% | $847-69.2% |