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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $226,420 |
REDHAWK WEALTH ADVISORS7 years Service code 27 7700 FRANCE AVE, SUITE 430 · MINNEAPOLIS, MN 55435 | Advisory (Plan) | $18,240 |
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 | $531,942 | $101,317+425.0% | $146,958+262.0% | $74,495+614.1% |
| Participation rate | 91.2% | 75.5%+15.6pp | 82.2%+9.0pp | 67.2%+24.0pp |
| Annual return | 15.45% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $22,360 | $3,810+486.8% | $4,933+353.3% | $2,623+752.5% |
| Participant deferral / active EE | $11,074 | $7,303+51.6% | $8,070+37.2% | $4,346+154.8% |
| Admin fee / account holder | $1,301 | $1,739-25.2% | $12,998-90.0% | $1,942-33.0% |