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 MANAGEMENT4 years Service code 26 · EIN 27-1903885 756 RIDGE LAKE BLVD · MEMPHIS, TN 38120 | Advisory (Participants) | $46,081 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $2,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,503 | $31,741+68.6% | $56,411-5.2% | $199,593-73.2% |
| Participation rate | 9.1% | 32.3%-23.3pp | 52.5%-43.4pp | 72.0%-62.9pp |
| Annual return | 13.41% | 14.72%-1.3pp | 1701.33%-1687.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $122 | $508-76.0% | $1,039-88.3% | $3,034-96.0% |
| Participant deferral / active EE | $312 | $1,184-73.7% | $1,952-84.0% | $5,087-93.9% |
| Admin fee / account holder | $467 | $426+9.5% | $2,829-83.5% | $269+73.6% |