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 |
|---|---|---|
Filed as: FRONTIER INVESTMENT MANAGEMENT Service code 99 · EIN 75-2328323 | Other Fees | $23,056 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 | Brokerage Fees | $14,657 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $440,774 | $47,977+818.7% | $154,107+186.0% | $56,287+683.1% |
| Participation rate | 95.7% | 66.2%+29.6pp | 83.0%+12.7pp | 69.9%+25.9pp |
| Annual return | -6.76% | 3.54%-10.3pp | 735.12%-741.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $30,205 | $2,169+1292.8% | $5,298+470.2% | $2,111+1330.8% |
| Participant deferral / active EE | $15,364 | $2,392+542.4% | $5,081+202.4% | $3,350+358.7% |
| Admin fee / account holder | $256 | $438-41.7% | $13,411-98.1% | $521-50.9% |