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 |
|---|---|---|
FRONTIER WEALTH MANAGEMENT3+ years Service code 99 · EIN 45-1588845 | Other Fees | $0 |
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 | $26,794 | $46,297-42.1% | $71,671-62.6% | $62,292-57.0% |
| Participation rate | 88.0% | 60.6%+27.4pp | 68.7%+19.3pp | 69.5%+18.5pp |
| Annual return | 15.75% | 22.32%-6.6pp | 20.65%-4.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,950 | $1,412+38.1% | $2,460-20.7% | $2,042-4.5% |
| Participant deferral / active EE | $5,577 | $2,235+149.5% | $3,438+62.2% | $3,169+76.0% |
| Admin fee / account holder | $59 | $461-87.2% | $5,558-98.9% | $479-87.7% |