See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,634 |
FROST BANK3 years Filed as: FROST WEALTH ADVISORS Service code 27 111 WEST HOUSTON · SAN ANTONIO, TX 78205 | Advisory (Plan) | $25,648 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,114 | $50,815-64.4% | $155,509-88.4% | $77,643-76.7% |
| Participation rate | 96.0% | 63.1%+32.9pp | 78.2%+17.8pp | 70.6%+25.4pp |
| Annual return | 12.56% | 34.80%-22.2pp | 64.67%-52.1pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,024 | $1,993+1.6% | $4,672-56.7% | $2,726-25.7% |
| Participant deferral / active EE | $2,539 | $2,822-10.0% | $5,626-54.9% | $4,647-45.4% |
| Admin fee / account holder | $155 | $437-64.5% | $15,912-99.0% | $430-64.0% |