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 | $136,302 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $41,870 |
REDHAWK WEALTH ADVISORS5 years Service code 27 7700 FRANCE AVE, SUITE 430 · MINNEAPOLIS, MN 55435 | Advisory (Plan) | $17,452 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST CO Service code 19 · EIN 75-3182674 | Securities Custodian | $13,182 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $426,951 | $84,487+405.3% | $125,339+240.6% | $66,914+538.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.29% | -8.39%-8.9pp | 572.05%-589.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $21,589 | $3,553+507.6% | $4,814+348.5% | $2,544+748.6% |
| Participant deferral / active EE | $10,186 | $6,781+50.2% | $7,446+36.8% | $4,237+140.4% |
| Admin fee / account holder | $1,258 | $685+83.6% | $10,010-87.4% | $593+112.0% |