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 8-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 |
|---|---|---|
FREEDOM WEALTH ADVISORS3 years Service code 26 · EIN 27-2520998 | Advisory (Participants) | $20,621 |
Service code 37 · EIN 35-0145825 | Loan Processing | $18,348 |
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 | $52,277 | $74,706-30.0% | $75,696-30.9% | $79,386-34.1% |
| Participation rate | 71.8% | 75.3%-3.5pp | 74.8%-3.0pp | 70.7%+1.1pp |
| Annual return | 29.30% | 18.52%+10.8pp | 104.53%-75.2pp | 116.85%-87.6pp |
| Employer contribution / active EE | $916 | $2,590-64.6% | $2,743-66.6% | $2,427-62.3% |
| Participant deferral / active EE | $2,834 | $3,533-19.8% | $3,821-25.8% | $4,046-29.9% |
| Admin fee / account holder | $181 | $374-51.6% | $3,619-95.0% | $626-71.1% |