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 |
|---|---|---|
FREEDMAN BENEFITS GROUP5+ years Service code 13 · EIN 26-4730595 | Contract Administrator | $7,675 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $879 |
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 | $49,060 | $62,928-22.0% | $172,739-71.6% | $67,579-27.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 21.55% | 30.36%-8.8pp | 802.84%-781.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $2,968 | $1,636+81.4% | $5,143-42.3% | $2,148+38.2% |
| Participant deferral / active EE | $3,802 | $2,145+77.3% | $5,198-26.9% | $3,539+7.4% |
| Admin fee / account holder | $26 | $167-84.1% | $13,954-99.8% | $142-81.4% |