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 BANK7 years Service code 27 P.O.BOX 1600 · SAN ANTONIO, TX 78296 | Advisory (Plan) | $54,671 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $53,908 |
MATRIX TRUST COMPANY2 years Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY2 years 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 | $193,327 | $65,435+195.4% | $86,677+123.0% | $66,914+188.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -14.87% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $3,384 | $2,153+57.2% | $2,836+19.3% | $2,544+33.0% |
| Participant deferral / active EE | $4,408 | $4,100+7.5% | $4,656-5.3% | $4,237+4.0% |
| Admin fee / account holder | $670 | $642+4.5% | $7,493-91.1% | $593+13.0% |