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 BANK5 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $83,782 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,115 | $95,274+10.3% | $135,903-22.7% | $74,419+41.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 21.84% | 32.77%-10.9pp | 68.23%-46.4pp | 34.38%-12.5pp |
| Employer contribution / active EE | $5,275 | $3,874+36.2% | $4,856+8.6% | $2,637+100.0% |
| Participant deferral / active EE | $8,971 | $7,782+15.3% | $7,758+15.6% | $4,528+98.1% |
| Admin fee / account holder | $68 | $266-74.5% | $10,762-99.4% | $348-80.5% |