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 Service code 55 100 W HOUSTON STREET · SAN ANTONIO, TX 78205 | Other Commissions | $15,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,638 |
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 | $43,617 | $61,473-29.0% | $81,930-46.8% | $73,409-40.6% |
| Participation rate | 28.5% | 72.4%-43.9pp | 72.0%-43.5pp | 72.2%-43.7pp |
| Annual return | 14.11% | 28.26%-14.2pp | 29.49%-15.4pp | 59.29%-45.2pp |
| Employer contribution / active EE | $667 | $1,898-64.9% | $4,310-84.5% | $2,234-70.2% |
| Participant deferral / active EE | $978 | $3,080-68.3% | $7,107-86.2% | $3,805-74.3% |
| Admin fee / account holder | $15 | $125-88.0% | $5,158-99.7% | $158-90.5% |