See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,254 |
FROST BANK1 year Service code 27 · EIN 74-6036463 | Advisory (Plan) | $20,913 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,547 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,408 | $73,360+64.1% | $177,989-32.4% | $74,495+61.6% |
| Participation rate | 91.8% | 66.6%+25.2pp | 77.1%+14.7pp | 67.2%+24.6pp |
| Annual return | 19.33% | 17.49%+1.8pp | 294.48%-275.2pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $3,030 | $2,216+36.7% | $3,949-23.3% | $2,623+15.5% |
| Participant deferral / active EE | $9,171 | $4,513+103.2% | $6,276+46.1% | $4,346+111.0% |
| Admin fee / account holder | $155 | $1,808-91.4% | $10,363-98.5% | $1,942-92.0% |