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 BANK1+ years Service code 55 100 W HOUSTON STREET · SAN ANTONIO, TX 78205 | Other Commissions | $14,765 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,559 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,958 | $70,667-43.5% | $123,104-67.5% | $52,331-23.6% |
| Participation rate | 85.4% | 83.7%+1.6pp | 86.8%-1.4pp | 68.1%+17.3pp |
| Annual return | 3.07% | 6.23%-3.2pp | 13.22%-10.2pp | 4.54%-1.5pp |
| Employer contribution / active EE | $2,171 | $2,946-26.3% | $5,151-57.9% | $1,882+15.4% |
| Participant deferral / active EE | $3,781 | $4,493-15.8% | $6,230-39.3% | $3,022+25.1% |
| Admin fee / account holder | $14 | $506-97.2% | $9,015-99.8% | $592-97.6% |