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+ years Service code 21 · EIN 74-0635455 | Bank Trustee | $36,961 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,094 | $52,884+11.7% | $84,750-30.3% | $55,167+7.1% |
| Participation rate | 76.0% | 67.5%+8.5pp | 76.6%-0.6pp | 69.0%+7.0pp |
| Annual return | 6.04% | 18.03%-12.0pp | 22.78%-16.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,200 | $2,233-46.3% | $3,574-66.4% | $1,963-38.9% |
| Participant deferral / active EE | $2,944 | $2,644+11.3% | $3,712-20.7% | $3,054-3.6% |
| Admin fee / account holder | $235 | $581-59.5% | $5,332-95.6% | $504-53.3% |