See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RED BANK SERVICES, INC. Service code 49 | Other Services | $2,102 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $659 |
Service code 64 · EIN 71-0299470 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,672 | $71,050-39.9% | $93,606-54.4% | $80,856-47.2% |
| Participation rate | 32.1% | 60.4%-28.4pp | 68.7%-36.7pp | 67.6%-35.6pp |
| Annual return | 19.55% | 11.26%+8.3pp | 133.20%-113.7pp | 35.59%-16.0pp |
| Employer contribution / active EE | $3,221 | $1,564+106.0% | $2,420+33.1% | $2,755+16.9% |
| Participant deferral / active EE | $6,123 | $4,034+51.8% | $4,411+38.8% | $4,296+42.5% |
| Admin fee / account holder | $61 | $6,945-99.1% | $8,285-99.3% | $6,918-99.1% |