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 BANK3+ years Service code 55 100 W HOUSTON STREET · SAN ANTONIO, TX 78205 | Other Commissions | $27,582 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,412 |
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 | $54,646 | $81,537-33.0% | $149,718-63.5% | $69,631-21.5% |
| Participation rate | 73.5% | 86.1%-12.6pp | 87.1%-13.6pp | 70.7%+2.8pp |
| Annual return | 19.61% | 22.79%-3.2pp | 1501.63%-1482.0pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $2,145 | $3,239-33.8% | $5,445-60.6% | $2,032+5.6% |
| Participant deferral / active EE | $3,584 | $4,994-28.2% | $6,569-45.4% | $3,224+11.2% |
| Admin fee / account holder | $31 | $107-71.3% | $11,283-99.7% | $110-72.2% |