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 BANK8 years Service code 27 P.O.BOX 1600 · SAN ANTONIO, TX 78296 | Advisory (Plan) | $41,792 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $35,643 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY3 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 | $192,486 | $76,050+153.1% | $96,544+99.4% | $71,457+169.4% |
| Participation rate | 96.7% | 74.4%+22.3pp | 76.0%+20.7pp | 67.9%+28.8pp |
| Annual return | 16.53% | 22.81%-6.3pp | 25.84%-9.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $3,331 | $2,244+48.4% | $2,965+12.3% | $2,588+28.7% |
| Participant deferral / active EE | $4,167 | $4,215-1.1% | $4,851-14.1% | $4,289-2.8% |
| Admin fee / account holder | $461 | $2,707-83.0% | $8,252-94.4% | $1,587-71.0% |