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 | $196,535 |
REDHAWK WEALTH ADVISORS9 years Service code 27 · EIN 26-1948684 7400 METRO BLVD. #400 · MINNEAPOLIS, MN 55439 | Advisory (Plan) | $2,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,282 | $104,919-7.3% | $116,228-16.3% | $85,563+13.7% |
| Participation rate | 89.0% | 78.6%+10.4pp | 74.6%+14.5pp | 66.0%+23.0pp |
| Annual return | 17.03% | 15.38%+1.6pp | 90.06%-73.0pp | 31.51%-14.5pp |
| Employer contribution / active EE | $2,149 | $3,485-38.3% | $2,994-28.2% | $2,654-19.0% |
| Participant deferral / active EE | $6,422 | $5,306+21.0% | $4,953+29.6% | $4,375+46.8% |
| Admin fee / account holder | $227 | $429-46.9% | $11,989-98.1% | $834-72.7% |