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 WEALTH MANAGEMENT2+ years Service code 27 · EIN 26-0236753 | Advisory (Plan) | $7,497 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,390 | $74,089-83.3% | $133,980-90.8% | $55,167-77.5% |
| Participation rate | 36.2% | 84.3%-48.1pp | 87.1%-50.9pp | 69.0%-32.8pp |
| Annual return | 20.95% | 12.11%+8.8pp | 29.30%-8.3pp | 169.23%-148.3pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,090 | $4,678-55.3% | $6,282-66.7% | $3,054-31.6% |
| Admin fee / account holder | $84 | $458-81.6% | $9,324-99.1% | $504-83.3% |