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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $149,520 |
REDHAWK WEALTH ADVISORS7 years Service code 27 · EIN 26-1948684 7400 METRO BLVD. #400 · MINNEAPOLIS, MN 55439 | Advisory (Plan) | $11,987 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,930 | $84,784+6.1% | $98,439-8.6% | $74,419+20.8% |
| Participation rate | 78.4% | 81.5%-3.1pp | 75.2%+3.3pp | 70.7%+7.7pp |
| Annual return | 15.60% | 20.59%-5.0pp | 21.16%-5.6pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,393 | $3,364-58.6% | $3,048-54.3% | $2,637-47.2% |
| Participant deferral / active EE | $5,574 | $5,218+6.8% | $4,738+17.6% | $4,528+23.1% |
| Admin fee / account holder | $223 | $204+9.2% | $8,948-97.5% | $348-35.8% |