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 LLC3 years Service code 15 8031 M 15 · CLARKSTON, ME 48348 | Recordkeeping | $23,301 |
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 | $43,019 | $56,972-24.5% | $182,532-76.4% | $65,185-34.0% |
| Participation rate | 53.5% | 66.5%-13.0pp | 78.0%-24.5pp | 70.2%-16.7pp |
| Annual return | 23.71% | 27.67%-4.0pp | 148.54%-124.8pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,522 | $1,615-5.7% | $4,076-62.7% | $2,177-30.1% |
| Participant deferral / active EE | $3,199 | $3,526-9.3% | $5,524-42.1% | $3,514-9.0% |
| Admin fee / account holder | $203 | $528-61.5% | $8,592-97.6% | $847-76.0% |