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 |
|---|---|---|
FREEDMAN BENEFITS GROUP2+ years Service code 13 · EIN 26-4730595 | Contract Administrator | $4,975 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $158 |
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 | $28,397 | $46,732-39.2% | $156,549-81.9% | $55,167-48.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.50% | 17.72%-9.2pp | 32.23%-23.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,523 | $2,105+19.9% | $5,501-54.1% | $1,963+28.6% |
| Participant deferral / active EE | $2,895 | $2,204+31.3% | $4,871-40.6% | $3,054-5.2% |
| Admin fee / account holder | $17 | $418-95.9% | $13,027-99.9% | $504-96.6% |