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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.
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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,069 |
FROST BANK1 year Filed as: FROST WEALTH ADVISORS FEE T-5 Service code 15 PO BOX 2950 · SAN ANTONIO, TX 78299 | Recordkeeping | $9,087 |
FROST BANK2 years Filed as: FROST WEALTH ADVISORS FEES T-8 Service code 15 PO BOX 2950 · SAN ANTONIO, TX 78299 | Recordkeeping | $7,972 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,386 | $69,362-44.7% | $101,248-62.1% | $73,488-47.8% |
| Participation rate | 96.1% | 68.4%+27.7pp | 75.8%+20.3pp | 70.7%+25.4pp |
| Annual return | 17.71% | 18.46%-0.8pp | 46.47%-28.8pp | 28.51%-10.8pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,408 | $3,300-27.0% | $4,370-44.9% | $3,740-35.6% |
| Admin fee / account holder | $193 | $704-72.6% | $5,945-96.8% | $513-62.5% |