Filed January 16, 2024
Total covered: 5 employees
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 BANK1 year Service code 15 · EIN 74-6036463 | Recordkeeping | $5,014 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,002 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,639 | $87,870+27.1% | $113,168-1.4% | $74,304+50.2% |
| Participation rate | 57.3% | 70.7%-13.4pp | 76.6%-19.2pp | 60.3%-3.0pp |
| Annual return | 13.04% | 26.44%-13.4pp | 24.27%-11.2pp | 29.43%-16.4pp |
| Employer contribution / active EE | $2,270 | $2,277-0.3% | $2,975-23.7% | $2,241+1.3% |
| Participant deferral / active EE | $3,723 | $4,241-12.2% | $5,107-27.1% | $3,767-1.2% |
| Admin fee / account holder | $161 | $3,368-95.2% | $12,068-98.7% | $2,969-94.6% |