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 |
|---|---|---|
REDPATH AND COMPANY1 year Service code 99 · EIN 41-0975573 | Other Fees | $5,405 |
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 | $69,379 | $58,083+19.4% | $80,019-13.3% | $56,287+23.3% |
| Participation rate | 88.3% | 73.6%+14.7pp | 75.8%+12.5pp | 69.9%+18.5pp |
| Annual return | -4.22% | 34.61%-38.8pp | 11.22%-15.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,396 | $3,135+40.2% | $3,686+19.3% | $3,350+31.2% |
| Admin fee / account holder | $41 | $623-93.3% | $6,521-99.4% | $521-92.0% |