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 COMPANY6 years Service code 10 · EIN 41-0975573 | Accounting | $13,000 |
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 | $30,247 | $61,272-50.6% | $149,673-79.8% | $71,457-57.7% |
| Participation rate | 96.7% | 62.5%+34.1pp | 78.8%+17.9pp | 67.9%+28.7pp |
| Annual return | 30.02% | 35.85%-5.8pp | 134.42%-104.4pp | 28.85%+1.2pp |
| Employer contribution / active EE | $2,527 | $2,378+6.3% | $4,818-47.5% | $2,588-2.3% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $44 | $1,261-96.5% | $13,210-99.7% | $1,587-97.2% |