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 Filed as: FROST CPA, PLLC Service code 10 · EIN 71-0817652 | Accounting | $10,500 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,551 |
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 | $52,705 | $80,753-34.7% | $136,294-61.3% | $62,292-15.4% |
| Participation rate | 93.5% | 73.5%+20.0pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 17.54% | 35.83%-18.3pp | 5155.94%-5138.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,142 | $2,884-60.4% | $4,695-75.7% | $2,042-44.1% |
| Participant deferral / active EE | $3,980 | $5,164-22.9% | $6,247-36.3% | $3,169+25.6% |
| Admin fee / account holder | $126 | $525-76.0% | $9,243-98.6% | $479-73.7% |