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 | $272,047 |
BMS FINANCIAL ADVISORS10+ years Service code 16 · EIN 43-2073779 | Consulting | $12,576 |
REDHAWK WEALTH ADVISORS7 years Service code 27 7700 FRANCE AVENUE SOUTH · MINNEAPOLIS, MN 55434 | Advisory (Plan) | $10,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,447 | $53,136-12.6% | $155,509-70.1% | $199,593-76.7% |
| Participation rate | 48.6% | 64.1%-15.5pp | 78.2%-29.6pp | 72.0%-23.4pp |
| Annual return | 11.65% | 41.15%-29.5pp | 64.67%-53.0pp | 34.25%-22.6pp |
| Employer contribution / active EE | $972 | $1,851-47.5% | $4,672-79.2% | $3,034-68.0% |
| Participant deferral / active EE | $1,595 | $3,161-49.5% | $5,626-71.7% | $5,087-68.6% |
| Admin fee / account holder | $260 | $185+40.5% | $15,912-98.4% | $269-3.1% |