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 | $25,587 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 | Brokerage Fees | $7,223 |
EFFICENT MKT ADVISORS2 years Service code 99 · EIN 27-3047790 | Other Fees | $5,273 |
SFMG LLC1 year Service code 99 · EIN 20-2107602 | Other Fees | $2,949 |
EATON VANCE1 year Filed as: EATON VANCE WATEROAK ADVISORS Service code 99 · EIN 20-1227351 | Other Fees | $2,082 |
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 | $699,540 | $58,879+1088.1% | $178,490+291.9% | $73,488+851.9% |
| Participation rate | 95.9% | 66.2%+29.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 27.26% | 24.86%+2.4pp | 151.07%-123.8pp | 28.51%-1.3pp |
| Employer contribution / active EE | $29,006 | $2,236+1197.1% | $5,011+478.9% | $2,270+1177.7% |
| Participant deferral / active EE | $15,103 | $2,567+488.3% | $5,202+190.4% | $3,740+303.9% |
| Admin fee / account holder | $289 | $400-27.9% | $13,984-97.9% | $513-43.7% |