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 Service code 21 · EIN 74-6036463 | Bank Trustee | $20,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,050 | $52,884-31.8% | $84,750-57.5% | $55,167-34.7% |
| Participation rate | 60.3% | 67.5%-7.2pp | 76.6%-16.3pp | 69.0%-8.7pp |
| Annual return | 9.43% | 18.03%-8.6pp | 22.78%-13.4pp | 169.23%-159.8pp |
| Employer contribution / active EE | $289 | $2,233-87.0% | $3,574-91.9% | $1,963-85.3% |
| Participant deferral / active EE | $2,054 | $2,644-22.3% | $3,712-44.6% | $3,054-32.7% |
| Admin fee / account holder | $174 | $581-70.1% | $5,332-96.7% | $504-65.5% |