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 | $114,504 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST CO. Service code 19 · EIN 20-0937408 | Securities Custodian | $14,376 |
REDHAWK WEALTH ADVISORS1 year Service code 27 7700 FRANCE AVE, SUITE 430 · MINNEAPOLIS, MN 55435 | Advisory (Plan) | $10,320 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $329,247 | $73,102+350.4% | $123,544+166.5% | $56,287+484.9% |
| Participation rate | 95.9% | 74.3%+21.6pp | 82.3%+13.6pp | 69.9%+26.0pp |
| Annual return | -6.49% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $17,582 | $2,977+490.6% | $4,628+279.9% | $2,111+732.9% |
| Participant deferral / active EE | $8,916 | $5,423+64.4% | $6,426+38.8% | $3,350+166.2% |
| Admin fee / account holder | $1,016 | $554+83.5% | $9,284-89.1% | $521+95.0% |