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 ADVISORS6 years Service code 26 · EIN 27-2520998 | Advisory (Participants) | $23,180 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,674 | $69,763-13.0% | $67,502-10.1% | $74,495-18.6% |
| Participation rate | 66.1% | 71.4%-5.2pp | 72.9%-6.7pp | 67.2%-1.1pp |
| Annual return | 19.53% | -40.34%+59.9pp | 3512.12%-3492.6pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $1,027 | $2,704-62.0% | $2,731-62.4% | $2,623-60.8% |
| Participant deferral / active EE | $2,589 | $3,636-28.8% | $4,000-35.3% | $4,346-40.4% |
| Admin fee / account holder | $221 | $896-75.3% | $3,998-94.5% | $1,942-88.6% |