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 10-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 |
|---|---|---|
REDPATH AND COMPANY7 years Service code 10 · EIN 41-0975573 | Accounting | $15,000 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,042 | $55,415-35.0% | $155,509-76.8% | $74,495-51.6% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 26.30% | 268.50%-242.2pp | 64.67%-38.4pp | 1364.94%-1338.6pp |
| Employer contribution / active EE | $4,239 | $2,267+87.0% | $4,672-9.3% | $2,623+61.6% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $22 | $1,738-98.7% | $15,912-99.9% | $1,942-98.8% |