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 LLC4+ years Filed as: RITHOLTZ WEALTH MANAGEMENT Service code 15 16589 BEAR CLUB COURT · FT. MYERS, FL 33902 | Recordkeeping | $41,073 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $33,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,453 | $51,197+53.2% | $82,719-5.2% | $66,914+17.2% |
| Participation rate | 69.8% | 67.8%+2.0pp | 72.6%-2.8pp | 69.8%0pp |
| Annual return | -17.59% | -9.64%-8.0pp | 701.18%-718.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,100 | $2,611+18.7% | $3,009+3.0% | $2,544+21.8% |
| Participant deferral / active EE | $3,338 | $3,458-3.5% | $4,395-24.1% | $4,237-21.2% |
| Admin fee / account holder | $591 | $416+42.2% | $5,329-88.9% | $593-0.4% |