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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $35,969 |
FROST BANK4+ years Service code 49 · EIN 74-0635455 | Other Services | $28,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,593 | $56,443-56.4% | $83,848-70.7% | $55,725-55.9% |
| Participation rate | 27.3% | 72.0%-44.8pp | 76.1%-48.9pp | 70.9%-43.6pp |
| Annual return | -3.79% | 393.67%-397.5pp | 850.88%-854.7pp | 244.93%-248.7pp |
| Employer contribution / active EE | $604 | $2,682-77.5% | $3,631-83.4% | $2,078-70.9% |
| Participant deferral / active EE | $3,143 | $2,965+6.0% | $4,082-23.0% | $3,356-6.3% |
| Admin fee / account holder | $190 | $156+21.6% | $5,478-96.5% | $115+64.9% |