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 7-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 27 100 W HOUSTON ST · SAN ANTONIO, TX 782051414 | Advisory (Plan) | $136,417 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135,050 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,501 | $44,897-25.4% | $84,966-60.6% | $199,593-83.2% |
| Participation rate | 14.9% | 45.7%-30.8pp | 67.5%-52.6pp | 72.0%-57.0pp |
| Annual return | -3.25% | 20.96%-24.2pp | 66.38%-69.6pp | 34.25%-37.5pp |
| Employer contribution / active EE | $351 | $1,365-74.3% | $2,727-87.1% | $3,034-88.4% |
| Participant deferral / active EE | $889 | $2,668-66.7% | $4,519-80.3% | $5,087-82.5% |
| Admin fee / account holder | $93 | $584-84.1% | $6,149-98.5% | $269-65.6% |