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 BANK8 years Service code 28 · EIN 74-6036463 | Investment Management | $21,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,290 | $29,660-41.7% | $56,411-69.4% | $80,856-78.6% |
| Participation rate | 60.7% | 41.6%+19.0pp | 52.5%+8.2pp | 67.6%-7.0pp |
| Annual return | 10.06% | 35.23%-25.2pp | 1701.33%-1691.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $371 | $669-44.5% | $1,039-64.3% | $2,755-86.5% |
| Participant deferral / active EE | $1,050 | $1,226-14.4% | $1,952-46.2% | $4,296-75.6% |
| Admin fee / account holder | $107 | $2,428-95.6% | $2,829-96.2% | $6,918-98.5% |