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 BANK6+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $19,923 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $19,154 |
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 | $22,718 | $52,293-56.6% | $178,490-87.3% | $73,409-69.1% |
| Participation rate | 83.7% | 65.3%+18.4pp | 81.9%+1.8pp | 72.2%+11.6pp |
| Annual return | 20.69% | 34.75%-14.1pp | 151.07%-130.4pp | 59.29%-38.6pp |
| Employer contribution / active EE | $912 | $1,735-47.4% | $5,011-81.8% | $2,234-59.2% |
| Participant deferral / active EE | $1,455 | $2,332-37.6% | $5,202-72.0% | $3,805-61.8% |
| Admin fee / account holder | $141 | $127+10.4% | $13,984-99.0% | $158-10.9% |