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 5-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,552 |
FROST BANK2 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $9,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,934 | $54,701+16.9% | $86,188-25.8% | $71,457-10.5% |
| Participation rate | 55.6% | 60.1%-4.6pp | 69.0%-13.4pp | 67.9%-12.4pp |
| Annual return | 16.31% | 20.06%-3.7pp | 1168.45%-1152.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $580 | $1,265-54.1% | $2,380-75.6% | $2,588-77.6% |
| Participant deferral / active EE | $2,991 | $3,108-3.8% | $3,985-24.9% | $4,289-30.3% |
| Admin fee / account holder | $240 | $1,922-87.5% | $6,852-96.5% | $1,587-84.9% |