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 BANK1 year Filed as: FROST Service code 27 501 SOUTH SHORELINE BLVD · CORPUS CHRISTI, TX 78401 | Advisory (Plan) | $34,826 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,258 | $86,944+31.4% | $107,525+6.3% | $74,304+53.8% |
| Participation rate | 90.3% | 59.6%+30.8pp | 75.1%+15.2pp | 60.3%+30.0pp |
| Annual return | 15.70% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,129 | $2,757-22.8% | $3,754-43.3% | $2,241-5.0% |
| Participant deferral / active EE | $4,250 | $3,554+19.6% | $5,116-16.9% | $3,767+12.8% |
| Admin fee / account holder | $322 | $3,727-91.4% | $8,919-96.4% | $2,969-89.2% |