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 BANK6 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $116,813 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,489 |
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 | $101,368 | $122,186-17.0% | $146,958-31.0% | $199,593-49.2% |
| Participation rate | 87.9% | 78.3%+9.6pp | 82.2%+5.7pp | 72.0%+15.9pp |
| Annual return | 78.10% | 30.56%+47.5pp | 418.34%-340.2pp | 34.25%+43.8pp |
| Employer contribution / active EE | $3,514 | $4,093-14.1% | $4,933-28.8% | $3,034+15.8% |
| Participant deferral / active EE | $5,845 | $8,502-31.3% | $8,070-27.6% | $5,087+14.9% |
| Admin fee / account holder | $65 | $179-63.7% | $12,998-99.5% | $269-75.9% |