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 ONE RETIREMENT SERVICES LLC2 years Service code 15 8031 M 15 · CLARKSTON, ME 48348 | Recordkeeping | $19,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,827 | $48,576-28.3% | $169,463-79.4% | $56,287-38.1% |
| Participation rate | 50.5% | 65.8%-15.3pp | 77.8%-27.3pp | 69.9%-19.3pp |
| Annual return | -5.59% | -2.51%-3.1pp | 1.83%-7.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,569 | $1,559+0.7% | $4,159-62.3% | $2,111-25.7% |
| Participant deferral / active EE | $2,777 | $3,275-15.2% | $5,277-47.4% | $3,350-17.1% |
| Admin fee / account holder | $205 | $435-52.8% | $9,109-97.7% | $521-60.6% |