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 LLC4 years Service code 15 8031 M 15 · CLARKSTON, ME 48348 | Recordkeeping | $29,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,094 | $62,132-11.3% | $185,823-70.4% | $73,488-25.0% |
| Participation rate | 53.0% | 67.8%-14.8pp | 78.0%-25.0pp | 70.7%-17.7pp |
| Annual return | 17.60% | 20.44%-2.8pp | 35.95%-18.3pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,656 | $1,681-1.5% | $4,087-59.5% | $2,270-27.1% |
| Participant deferral / active EE | $3,277 | $3,711-11.7% | $5,632-41.8% | $3,740-12.4% |
| Admin fee / account holder | $232 | $419-44.7% | $9,500-97.6% | $513-54.8% |