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 |
|---|---|---|
RED DOOR WEALTH MANAGEMENT4 years Service code 27 · EIN 27-1903885 | Advisory (Plan) | $26,031 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,805 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,450 | $73,404-61.2% | $87,100-67.3% | $67,579-57.9% |
| Participation rate | 77.1% | 80.9%-3.8pp | 76.9%+0.2pp | 71.3%+5.8pp |
| Annual return | 26.41% | 48.29%-21.9pp | 28.19%-1.8pp | 378.56%-352.1pp |
| Employer contribution / active EE | $1,079 | $2,014-46.4% | $2,521-57.2% | $2,148-49.8% |
| Participant deferral / active EE | $2,100 | $3,913-46.3% | $4,049-48.1% | $3,539-40.7% |
| Admin fee / account holder | $87 | $142-38.6% | $7,497-98.8% | $142-38.9% |