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 BANK3 years Filed as: FROST CPA PLLC Service code 10 · EIN 71-0817652 | Accounting | $11,065 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,687 |
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 | $74,459 | $99,957-25.5% | $149,696-50.3% | $73,488+1.3% |
| Participation rate | 93.6% | 75.7%+17.9pp | 82.5%+11.1pp | 70.7%+22.9pp |
| Annual return | 23.20% | 53.87%-30.7pp | 276.60%-253.4pp | 28.51%-5.3pp |
| Employer contribution / active EE | $1,357 | $3,191-57.5% | $4,644-70.8% | $2,270-40.2% |
| Participant deferral / active EE | $4,224 | $6,073-30.4% | $6,842-38.3% | $3,740+12.9% |
| Admin fee / account holder | $129 | $551-76.5% | $9,309-98.6% | $513-74.8% |