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 BANK7 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $173,986 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,832 |
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 | $92,609 | $145,877-36.5% | $150,045-38.3% | $102,872-10.0% |
| Participation rate | 93.2% | 79.8%+13.4pp | 82.3%+10.9pp | 73.0%+20.2pp |
| Annual return | 24.19% | 21.37%+2.8pp | 62.55%-38.4pp | 19.06%+5.1pp |
| Employer contribution / active EE | $3,969 | $4,710-15.7% | $4,693-15.4% | $3,526+12.6% |
| Participant deferral / active EE | $7,673 | $9,491-19.2% | $7,997-4.1% | $5,535+38.6% |
| Admin fee / account holder | $85 | $176-51.9% | $13,435-99.4% | $292-71.1% |