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 | $10,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,960 | $102,317-74.6% | $146,958-82.3% | $80,856-67.9% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.2%+2.7pp | 67.6%+17.2pp |
| Annual return | 9.63% | 134.76%-125.1pp | 418.34%-408.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,423 | $3,713-34.7% | $4,933-50.9% | $2,755-12.0% |
| Participant deferral / active EE | $3,660 | $6,644-44.9% | $8,070-54.7% | $4,296-14.8% |
| Admin fee / account holder | $179 | $7,941-97.7% | $12,998-98.6% | $6,918-97.4% |