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 ADVISORS5 years Service code 26 · EIN 27-2520998 | Advisory (Participants) | $21,380 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,103 |
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.
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 | $52,331 | $65,557-20.2% | $64,056-18.3% | $71,457-26.8% |
| Participation rate | 63.3% | 73.2%-9.8pp | 72.3%-9.0pp | 67.9%-4.6pp |
| Annual return | 10.98% | 18.94%-8.0pp | 33.69%-22.7pp | 28.85%-17.9pp |
| Employer contribution / active EE | $928 | $2,669-65.2% | $2,747-66.2% | $2,588-64.2% |
| Participant deferral / active EE | $2,989 | $3,626-17.6% | $3,880-23.0% | $4,289-30.3% |
| Admin fee / account holder | $191 | $616-69.0% | $3,068-93.8% | $1,587-88.0% |