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 BANK2 years Filed as: FROST WEALTH ADVISORS Service code 27 111 W HOUSTON ST · SAN ANTONIO, TX 78205 | Advisory (Plan) | $8,595 |
JULY BUSINESS SERVICES9+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $7,723 |
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 | $25,791 | $53,063-51.4% | $70,164-63.2% | $71,457-63.9% |
| Participation rate | 64.3% | 62.1%+2.2pp | 78.8%-14.6pp | 67.9%-3.6pp |
| Annual return | 17.97% | 19.46%-1.5pp | 18.87%-0.9pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,607 | $3,011-46.6% | $4,287-62.5% | $2,588-37.9% |
| Participant deferral / active EE | $1,264 | $3,291-61.6% | $5,395-76.6% | $4,289-70.5% |
| Admin fee / account holder | $224 | $1,068-79.0% | $4,561-95.1% | $1,587-85.9% |