See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $187,946 |
REDHAWK WEALTH ADVISORS6 years Service code 27 7700 FRANCE AVE, SUITE 430 · MINNEAPOLIS, MN 55435 | Advisory (Plan) | $15,033 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $469,242 | $91,407+413.4% | $135,903+245.3% | $71,457+556.7% |
| Participation rate | 91.0% | 75.7%+15.4pp | 81.9%+9.1pp | 67.9%+23.1pp |
| Annual return | 16.41% | 29.90%-13.5pp | 68.23%-51.8pp | 28.85%-12.4pp |
| Employer contribution / active EE | $20,914 | $3,703+464.7% | $4,856+330.7% | $2,588+708.2% |
| Participant deferral / active EE | $10,120 | $7,092+42.7% | $7,758+30.4% | $4,289+136.0% |
| Admin fee / account holder | $1,109 | $1,266-12.4% | $10,762-89.7% | $1,587-30.1% |