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 BANK4 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $98,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,279 | $82,202+7.4% | $125,339-29.6% | $64,808+36.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -14.18% | 3.48%-17.7pp | 572.05%-586.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $6,027 | $3,615+66.7% | $4,814+25.2% | $2,506+140.5% |
| Participant deferral / active EE | $8,094 | $7,175+12.8% | $7,446+8.7% | $4,310+87.8% |
| Admin fee / account holder | $99 | $163-39.4% | $10,010-99.0% | $188-47.3% |