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 |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT3 years Filed as: FRONTIER FINANCIAL GROUP, LLC Service code 27 P.O. BOX 1435 · WELLSVILLE, NY 14895 | Advisory (Plan) | $33,526 |
Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $30,360 |
Service code 28 · EIN 16-1140261 | Investment Management | $11,175 |
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 | $51,937 | $80,724-35.7% | $103,333-49.7% | $74,495-30.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.79% | 27.56%-14.8pp | 24.88%-12.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,880 | $3,157-8.8% | $3,868-25.6% | $2,623+9.8% |
| Participant deferral / active EE | $3,149 | $3,860-18.4% | $5,057-37.7% | $4,346-27.5% |
| Admin fee / account holder | $317 | $2,368-86.6% | $8,355-96.2% | $1,942-83.7% |