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 BANK8+ years Filed as: FROST BROKERAGE SERVICES INC Service code 49 · EIN 74-2404030 | Other Services | $13,332 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,689 |
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 | $88,764 | $86,655+2.4% | $119,609-25.8% | $66,914+32.7% |
| Participation rate | 81.3% | 75.6%+5.7pp | 79.3%+2.0pp | 69.8%+11.4pp |
| Annual return | -15.28% | -8.00%-7.3pp | -14.97%-0.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $829 | $2,536-67.3% | $4,232-80.4% | $2,544-67.4% |
| Participant deferral / active EE | $2,841 | $4,358-34.8% | $5,602-49.3% | $4,237-33.0% |
| Admin fee / account holder | $31 | $755-95.9% | $10,323-99.7% | $593-94.8% |