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 BANK3+ years Service code 21 · EIN 74-6036463 | Bank Trustee | $23,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,829 | $58,726-30.5% | $92,233-55.7% | $62,292-34.5% |
| Participation rate | 52.2% | 68.3%-16.2pp | 76.5%-24.3pp | 69.5%-17.3pp |
| Annual return | 14.40% | 43.62%-29.2pp | 176.28%-161.9pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,527 | $2,766-8.6% | $3,897-35.2% | $3,169-20.3% |
| Admin fee / account holder | $190 | $556-65.8% | $5,194-96.3% | $479-60.4% |