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 8-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 38 · EIN 35-0145825 | Participant Communication | $15,284 |
FREEDOM WEALTH ADVISORS1 year Service code 26 · EIN 27-2520998 | Advisory (Participants) | $12,053 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,092 | $60,795-48.9% | $69,455-55.2% | $65,185-52.3% |
| Participation rate | 62.4% | 74.9%-12.5pp | 74.6%-12.2pp | 70.2%-7.8pp |
| Annual return | 5.39% | 17.46%-12.1pp | 28.97%-23.6pp | 29.38%-24.0pp |
| Employer contribution / active EE | $834 | $2,452-66.0% | $2,779-70.0% | $2,177-61.7% |
| Participant deferral / active EE | $2,234 | $3,162-29.3% | $3,535-36.8% | $3,514-36.4% |
| Admin fee / account holder | $121 | $314-61.5% | $3,839-96.9% | $847-85.7% |