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 16 · EIN 74-0635455 | Consulting | $18,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,137 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,415 | $73,102+37.4% | $123,544-18.7% | $56,287+78.4% |
| Participation rate | 89.9% | 74.3%+15.6pp | 82.3%+7.6pp | 69.9%+20.1pp |
| Annual return | -3.34% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $6,244 | $2,977+109.7% | $4,628+34.9% | $2,111+195.8% |
| Participant deferral / active EE | $6,681 | $5,423+23.2% | $6,426+4.0% | $3,350+99.4% |
| Admin fee / account holder | $174 | $554-68.6% | $9,284-98.1% | $521-66.7% |