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 INC. Service code 15 · EIN 41-1276678 | Recordkeeping | $140,605 |
REDHAWK WEALTH ADVISORS1 year Filed as: REDHAWK WEALTH ADVISORS. Service code 27 7400 METRO BOULEVARD, SUITE 400 · MINNEAPOLIS, MN 55439 | Advisory (Plan) | $12,958 |
TD AMERITRAFE TRUST CO1 year Service code 19 · EIN 20-0937408 | Securities Custodian | $12,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,961 | $80,753+343.3% | $136,294+162.6% | $62,292+474.6% |
| Participation rate | 97.3% | 73.5%+23.8pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 15.59% | 35.83%-20.2pp | 5155.94%-5140.4pp | 28.90%-13.3pp |
| Employer contribution / active EE | $17,505 | $2,884+507.0% | $4,695+272.8% | $2,042+757.2% |
| Participant deferral / active EE | $8,459 | $5,164+63.8% | $6,247+35.4% | $3,169+166.9% |
| Admin fee / account holder | $1,282 | $525+144.0% | $9,243-86.1% | $479+167.4% |