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 10-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: RED OAK RETIREMENT Service code 13 · EIN 52-1123978 403 ALLEGHENY AVENUE · TOWSON, MD 21204 | Contract Administrator | $7,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,054 | $93,571-82.8% | $135,903-88.2% | $75,163-78.6% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 67.2%-67.2pp |
| Annual return | 15.26% | 30.90%-15.6pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $6,338 | $3,537+79.2% | $4,856+30.5% | $2,670+137.4% |
| Participant deferral / active EE | $2,297 | $6,404-64.1% | $7,758-70.4% | $4,125-44.3% |
| Admin fee / account holder | $52 | $6,975-99.3% | $10,762-99.5% | $5,651-99.1% |