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 BANK5+ years Service code 55 · EIN 74-6036463 | Other Commissions | $13,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,552 | $55,790-25.5% | $76,817-45.9% | $67,579-38.5% |
| Participation rate | 31.1% | 71.1%-40.0pp | 72.1%-41.0pp | 71.3%-40.2pp |
| Annual return | 21.17% | 64.45%-43.3pp | 1166.11%-1144.9pp | 378.56%-357.4pp |
| Employer contribution / active EE | $654 | $1,810-63.9% | $2,302-71.6% | $2,148-69.6% |
| Participant deferral / active EE | $1,066 | $2,875-62.9% | $3,336-68.1% | $3,539-69.9% |
| Admin fee / account holder | $25 | $159-84.3% | $6,420-99.6% | $142-82.4% |