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 BANK3 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $94,998 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,168 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,528 | $104,317+2.1% | $159,436-33.2% | $86,799+22.7% |
| Participation rate | 97.9% | 77.7%+20.2pp | 82.8%+15.0pp | 72.3%+25.6pp |
| Annual return | 17.74% | 26.32%-8.6pp | 263.57%-245.8pp | 97.91%-80.2pp |
| Employer contribution / active EE | $3,328 | $3,451-3.6% | $4,829-31.1% | $2,405+38.3% |
| Participant deferral / active EE | $7,404 | $6,837+8.3% | $7,352+0.7% | $4,131+79.2% |
| Admin fee / account holder | $106 | $172-38.5% | $10,799-99.0% | $170-37.6% |