See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FROST BANK9+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $24,658 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $24,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,356 | $47,126-54.7% | $149,673-85.7% | $74,419-71.3% |
| Participation rate | 77.8% | 63.4%+14.4pp | 78.8%-0.9pp | 70.7%+7.1pp |
| Annual return | 17.74% | 22.75%-5.0pp | 134.42%-116.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $933 | $1,905-51.0% | $4,818-80.6% | $2,637-64.6% |
| Participant deferral / active EE | $1,678 | $2,728-38.5% | $5,680-70.4% | $4,528-62.9% |
| Admin fee / account holder | $136 | $343-60.3% | $13,210-99.0% | $348-60.9% |