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 BANK1 year Service code 27 · EIN 74-6036463 | Advisory (Plan) | $33,095 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,966 |
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 | $84,795 | $88,122-3.8% | $141,162-39.9% | $67,579+25.5% |
| Participation rate | 99.3% | 76.5%+22.8pp | 82.5%+16.8pp | 71.3%+28.0pp |
| Annual return | 28.43% | 75.40%-47.0pp | 71.39%-43.0pp | 378.56%-350.1pp |
| Employer contribution / active EE | $4,058 | $3,224+25.8% | $4,735-14.3% | $2,148+88.9% |
| Participant deferral / active EE | $6,019 | $5,958+1.0% | $6,709-10.3% | $3,539+70.1% |
| Admin fee / account holder | $70 | $131-46.8% | $10,261-99.3% | $142-51.0% |