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 BANK2+ years Service code 21 · EIN 74-0635455 | Bank Trustee | $46,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,159 | $58,726+45.0% | $92,233-7.7% | $62,292+36.7% |
| Participation rate | 69.9% | 68.3%+1.6pp | 76.5%-6.6pp | 69.5%+0.4pp |
| Annual return | 13.35% | 43.62%-30.3pp | 176.28%-162.9pp | 28.90%-15.5pp |
| Employer contribution / active EE | $1,224 | $2,392-48.8% | $3,679-66.7% | $2,042-40.1% |
| Participant deferral / active EE | $2,760 | $2,766-0.2% | $3,897-29.2% | $3,169-12.9% |
| Admin fee / account holder | $382 | $556-31.3% | $5,194-92.6% | $479-20.2% |