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 BANK9+ years Service code 55 100 W HOUSTON STREET · SAN ANTONIO, TX 78205 | Other Commissions | $18,465 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,806 |
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 | $50,939 | $69,823-27.0% | $77,163-34.0% | $74,419-31.6% |
| Participation rate | 26.5% | 70.0%-43.5pp | 69.6%-43.1pp | 70.7%-44.2pp |
| Annual return | 15.72% | 19.98%-4.3pp | 37.87%-22.2pp | 34.38%-18.7pp |
| Employer contribution / active EE | $742 | $2,150-65.5% | $2,535-70.7% | $2,637-71.9% |
| Participant deferral / active EE | $1,193 | $3,558-66.5% | $3,833-68.9% | $4,528-73.7% |
| Admin fee / account holder | $33 | $398-91.7% | $5,472-99.4% | $348-90.5% |