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 |
|---|---|---|
RITHOLTZ WEALTH MANAGEMENT LLC3+ years Filed as: RITHOLTZ WEALTH MANAGEMENT Service code 15 16589 BEAR CLUB COURT · FT. MYERS, FL 33902 | Recordkeeping | $45,261 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $37,491 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,244 | $63,745+38.4% | $98,442-10.4% | $79,386+11.2% |
| Participation rate | 70.6% | 69.9%+0.8pp | 73.3%-2.7pp | 70.7%-0.1pp |
| Annual return | 16.51% | 625.80%-609.3pp | 1492.73%-1476.2pp | 116.85%-100.3pp |
| Employer contribution / active EE | $2,987 | $2,557+16.8% | $2,960+0.9% | $2,427+23.1% |
| Participant deferral / active EE | $2,969 | $3,303-10.1% | $4,276-30.6% | $4,046-26.6% |
| Admin fee / account holder | $608 | $516+18.0% | $5,949-89.8% | $626-2.9% |