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 BANK8+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $23,621 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $23,122 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,478 | $46,292-55.8% | $143,757-85.8% | $64,808-68.4% |
| Participation rate | 78.4% | 64.2%+14.2pp | 80.3%-1.9pp | 71.5%+7.0pp |
| Annual return | -19.03% | -10.05%-9.0pp | -0.04%-19.0pp | 32.82%-51.8pp |
| Employer contribution / active EE | $863 | $1,910-54.8% | $4,951-82.6% | $2,506-65.6% |
| Participant deferral / active EE | $1,530 | $2,646-42.2% | $5,637-72.9% | $4,310-64.5% |
| Admin fee / account holder | $151 | $154-1.9% | $14,673-99.0% | $188-19.7% |