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 MANAGEMENT7 years Service code 27 · EIN 27-1903885 | Advisory (Plan) | $22,529 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,457 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,142 | $72,254-62.4% | $86,677-68.7% | $64,808-58.1% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.6%+3.4pp | 71.5%+8.5pp |
| Annual return | -16.14% | 392.42%-408.6pp | 35.91%-52.0pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,592 | $2,393-33.5% | $2,836-43.9% | $2,506-36.5% |
| Participant deferral / active EE | $2,831 | $4,658-39.2% | $4,656-39.2% | $4,310-34.3% |
| Admin fee / account holder | $78 | $174-55.3% | $7,493-99.0% | $188-58.6% |