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 | $173,237 |
REDHAWK WEALTH ADVISORS8 years Service code 27 · EIN 26-1948684 7400 METRO BLVD. #400 · MINNEAPOLIS, MN 55439 | Advisory (Plan) | $13,799 |
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 | $87,079 | $92,055-5.4% | $106,213-18.0% | $77,643+12.2% |
| Participation rate | 89.8% | 81.0%+8.8pp | 75.3%+14.5pp | 70.6%+19.2pp |
| Annual return | 13.60% | 17.91%-4.3pp | 116.14%-102.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,522 | $3,367-54.8% | $3,171-52.0% | $2,726-44.2% |
| Participant deferral / active EE | $6,089 | $5,386+13.1% | $5,016+21.4% | $4,647+31.0% |
| Admin fee / account holder | $228 | $219+3.9% | $11,033-97.9% | $430-47.1% |