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 MANAGEMENT1+ years Filed as: FRONTIER TRUST COMPANY Service code 21 · EIN 45-0404698 1126 WESTRAC DRIVE S. · FARGO, ND 58103 | Bank Trustee | $0 |
Service code 15 · EIN 65-0042516 2058 BAYSIDE PARKWAY · FORT MYERS, FL 339013102 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,727 | $22,714+57.3% | $59,496-40.0% | $55,191-35.3% |
| Participation rate | 26.4% | 37.5%-11.0pp | 54.6%-28.1pp | 69.2%-42.7pp |
| Annual return | 3.50% | -44.01%+47.5pp | 182.05%-178.6pp | 10.78%-7.3pp |
| Employer contribution / active EE | $273 | $418-34.7% | $1,153-76.3% | $1,899-85.6% |
| Participant deferral / active EE | $596 | $843-29.3% | $1,829-67.4% | $3,046-80.4% |
| Admin fee / account holder | $16 | $83-80.3% | $2,232-99.3% | $91-81.9% |