See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FROST BANK10+ years Service code 27 100 W HOUSTON ST · SAN ANTONIO, TX 78205 | Advisory (Plan) | $26,357 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,766 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,389 | $80,724-56.2% | $103,333-65.8% | $74,495-52.5% |
| Participation rate | 85.2% | 65.7%+19.5pp | 74.5%+10.7pp | 67.2%+18.0pp |
| Annual return | 12.78% | 27.56%-14.8pp | 24.88%-12.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,966 | $3,860+2.7% | $5,057-21.6% | $4,346-8.7% |
| Admin fee / account holder | $234 | $2,368-90.1% | $8,355-97.2% | $1,942-88.0% |