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 Service code 55 100 W HOUSTON STREET · SAN ANTONIO, TX 78205 | Other Commissions | $19,330 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,944 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,932 | $56,503-27.6% | $70,092-41.6% | $64,808-36.8% |
| Participation rate | 28.1% | 70.5%-42.3pp | 70.5%-42.3pp | 71.5%-43.3pp |
| Annual return | -16.13% | -13.44%-2.7pp | 190.73%-206.9pp | 32.82%-48.9pp |
| Employer contribution / active EE | $692 | $2,046-66.2% | $2,559-72.9% | $2,506-72.4% |
| Participant deferral / active EE | $1,110 | $3,389-67.3% | $3,849-71.2% | $4,310-74.3% |
| Admin fee / account holder | $28 | $160-82.8% | $6,267-99.6% | $188-85.3% |