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.2 years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $27,314 |
FROST BANK6+ years Service code 49 · EIN 74-0635455 | Other Services | $24,112 |
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 | $36,593 | $69,362-47.2% | $101,248-63.9% | $73,488-50.2% |
| Participation rate | 74.2% | 68.4%+5.8pp | 75.8%-1.6pp | 70.7%+3.5pp |
| Annual return | 19.75% | 18.46%+1.3pp | 46.47%-26.7pp | 28.51%-8.8pp |
| Employer contribution / active EE | $729 | $2,628-72.3% | $3,660-80.1% | $2,270-67.9% |
| Participant deferral / active EE | $3,435 | $3,300+4.1% | $4,370-21.4% | $3,740-8.1% |
| Admin fee / account holder | $205 | $704-70.9% | $5,945-96.6% | $513-60.1% |