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 |
|---|---|---|
FROST BANK1 year Filed as: FROST WEALTH ADVISORS Service code 16 P.O.BOX 2950 · SAN ANTONIO, TX 78299 | Consulting | $19,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,734 |
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 | $160,898 | $99,957+61.0% | $149,696+7.5% | $73,488+118.9% |
| Participation rate | 92.2% | 75.7%+16.5pp | 82.5%+9.7pp | 70.7%+21.5pp |
| Annual return | 16.88% | 53.87%-37.0pp | 276.60%-259.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $4,776 | $3,191+49.7% | $4,644+2.8% | $2,270+110.4% |
| Participant deferral / active EE | $7,212 | $6,073+18.8% | $6,842+5.4% | $3,740+92.9% |
| Admin fee / account holder | $208 | $551-62.3% | $9,309-97.8% | $513-59.5% |