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 |
|---|---|---|
FREEDOM WEALTH ADVISORS4 years Service code 26 · EIN 27-2520998 | Advisory (Participants) | $23,139 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,427 |
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 | $45,109 | $60,989-26.0% | $60,874-25.9% | $66,914-32.6% |
| Participation rate | 71.4% | 74.5%-3.0pp | 73.1%-1.7pp | 69.8%+1.6pp |
| Annual return | -16.59% | -9.60%-7.0pp | 16.90%-33.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,018 | $2,661-61.7% | $2,701-62.3% | $2,544-60.0% |
| Participant deferral / active EE | $2,926 | $3,615-19.0% | $3,817-23.3% | $4,237-30.9% |
| Admin fee / account holder | $203 | $338-39.9% | $3,224-93.7% | $593-65.7% |