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 10-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 |
|---|---|---|
Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $33,291 |
Filed as: FRONTIER FINANCIAL GROUP, LLC Service code 27 P.O. BOX 1435 · WELLSVILLE, NY 14895 | Advisory (Plan) | $20,054 |
Service code 28 · EIN 16-1140261 | Investment Management | $9,099 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,799 | $64,119-17.7% | $112,228-53.0% | $66,914-21.1% |
| Participation rate | 92.3% | 68.5%+23.8pp | 75.1%+17.2pp | 69.8%+22.5pp |
| Annual return | -14.82% | -13.81%-1.0pp | 27.45%-42.3pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,152 | $3,005-28.4% | $3,635-40.8% | $2,544-15.4% |
| Participant deferral / active EE | $2,860 | $3,693-22.6% | $4,728-39.5% | $4,237-32.5% |
| Admin fee / account holder | $281 | $625-55.1% | $6,410-95.6% | $593-52.7% |