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 | $120,810 |
REDHAWK WEALTH ADVISORS2 years Service code 27 7700 FRANCE AVE, SUITE 430 · MINNEAPOLIS, MN 55435 | Advisory (Plan) | $15,962 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST CO. Service code 19 · EIN 20-0937408 | Securities Custodian | $15,016 |
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 | $389,980 | $89,652+335.0% | $141,162+176.3% | $65,185+498.3% |
| Participation rate | 94.0% | 74.7%+19.3pp | 82.5%+11.5pp | 70.2%+23.8pp |
| Annual return | 22.66% | 32.79%-10.1pp | 71.39%-48.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $17,774 | $3,065+480.0% | $4,735+275.4% | $2,177+716.6% |
| Participant deferral / active EE | $8,993 | $5,691+58.0% | $6,709+34.0% | $3,514+155.9% |
| Admin fee / account holder | $1,026 | $569+80.4% | $10,261-90.0% | $847+21.1% |