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 |
|---|---|---|
RED DOOR WEALTH MANAGEMENT5 years Service code 27 · EIN 27-1903885 | Advisory (Plan) | $29,995 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,646 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,526 | $79,519-56.6% | $95,952-64.0% | $73,409-53.0% |
| Participation rate | 79.8% | 81.2%-1.4pp | 77.1%+2.7pp | 72.2%+7.6pp |
| Annual return | 18.20% | 19.20%-1.0pp | 91.61%-73.4pp | 59.29%-41.1pp |
| Employer contribution / active EE | $1,525 | $2,048-25.5% | $2,541-40.0% | $2,234-31.7% |
| Participant deferral / active EE | $2,836 | $4,138-31.5% | $4,167-31.9% | $3,805-25.5% |
| Admin fee / account holder | $111 | $184-39.8% | $6,795-98.4% | $158-29.7% |