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 |
|---|---|---|
FROST BANK6 years Service code 27 P.O.BOX 1600 · SAN ANTONIO, TX 78296 | Advisory (Plan) | $47,929 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $37,277 |
BMO HARRIS BANK NA6 years Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Filed as: MATTRIX TRUST COMPANY Service code 19 · EIN 76-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,883 | $84,936+174.2% | $111,297+109.2% | $79,386+193.4% |
| Participation rate | 98.6% | 75.9%+22.7pp | 77.3%+21.3pp | 70.7%+27.9pp |
| Annual return | 17.03% | 17.45%-0.4pp | 54.65%-37.6pp | 116.85%-99.8pp |
| Employer contribution / active EE | $3,284 | $1,979+66.0% | $2,731+20.3% | $2,427+35.3% |
| Participant deferral / active EE | $4,440 | $3,888+14.2% | $4,487-1.1% | $4,046+9.7% |
| Admin fee / account holder | $526 | $537-2.1% | $7,964-93.4% | $626-16.0% |