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 10-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 FINANCIAL PARTNERS2 years Service code 27 · EIN 46-1737213 | Advisory (Plan) | $49,375 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,878 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,260 | $87,870-6.4% | $113,168-27.3% | $74,304+10.7% |
| Participation rate | 96.3% | 70.7%+25.5pp | 76.6%+19.7pp | 60.3%+35.9pp |
| Annual return | 16.23% | 26.44%-10.2pp | 24.27%-8.0pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,860 | $2,277+25.6% | $2,975-3.9% | $2,241+27.6% |
| Participant deferral / active EE | $5,947 | $4,241+40.2% | $5,107+16.5% | $3,767+57.9% |
| Admin fee / account holder | $487 | $3,368-85.5% | $12,068-96.0% | $2,969-83.6% |