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 BANK2+ years Service code 55 100 W HOUSTON ST · SAN ANTONIO, TX 78205 | Other Commissions | $22,274 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,864 |
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 | $45,355 | $74,089-38.8% | $133,980-66.1% | $55,167-17.8% |
| Participation rate | 78.5% | 84.3%-5.8pp | 87.1%-8.6pp | 69.0%+9.5pp |
| Annual return | 8.19% | 12.11%-3.9pp | 29.30%-21.1pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,119 | $3,064-30.8% | $5,211-59.3% | $1,963+8.0% |
| Participant deferral / active EE | $3,575 | $4,678-23.6% | $6,282-43.1% | $3,054+17.0% |
| Admin fee / account holder | $15 | $458-96.7% | $9,324-99.8% | $504-97.0% |