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 BANK9 years Service code 27 P.O.BOX 1600 · SAN ANTONIO, TX 78296 | Advisory (Plan) | $40,126 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $35,445 |
MATRIX TRUST COMPANY4 years Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY4 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 | $205,853 | $79,171+160.0% | $102,423+101.0% | $74,495+176.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 15.11% | 54.93%-39.8pp | 29.32%-14.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,481 | $2,362+47.4% | $3,023+15.2% | $2,623+32.7% |
| Participant deferral / active EE | $4,646 | $4,415+5.2% | $5,053-8.1% | $4,346+6.9% |
| Admin fee / account holder | $439 | $2,001-78.0% | $9,451-95.4% | $1,942-77.4% |