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 |
|---|---|---|
Filed as: FRINGE BENEFITS DESIGN OF MN INC Service code 15 · EIN 41-1276678 7760 FRANCE AVE SO #810 · BLOOMINGTON, MN 55435 | Recordkeeping | $106,057 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $33,789 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST CO Service code 19 · EIN 75-3182674 | Securities Custodian | $18,348 |
REDHAWK WEALTH ADVISORS6 years Service code 27 · EIN 26-1948684 7400 METRO BLVD. #400 · MINNEAPOLIS, MN 55439 | Advisory (Plan) | $14,141 |
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 | $85,593 | $81,908+4.5% | $90,749-5.7% | $64,808+32.1% |
| Participation rate | 84.2% | 80.5%+3.8pp | 75.7%+8.6pp | 71.5%+12.8pp |
| Annual return | -15.89% | -12.53%-3.4pp | -12.16%-3.7pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,495 | $3,065-51.2% | $2,921-48.8% | $2,506-40.3% |
| Participant deferral / active EE | $5,981 | $4,840+23.6% | $4,564+31.0% | $4,310+38.8% |
| Admin fee / account holder | $263 | $157+67.4% | $8,445-96.9% | $188+40.1% |