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 |
|---|---|---|
FROST BANK2 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $55,454 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,144 |
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 | $140,684 | $81,625+72.4% | $167,512-16.0% | $74,304+89.3% |
| Participation rate | 92.4% | 60.0%+32.4pp | 77.1%+15.4pp | 60.3%+32.1pp |
| Annual return | 15.54% | 26.09%-10.6pp | 1615.79%-1600.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $3,135 | $2,010+56.0% | $3,882-19.2% | $2,241+39.9% |
| Participant deferral / active EE | $10,514 | $4,115+155.5% | $6,405+64.2% | $3,767+179.1% |
| Admin fee / account holder | $337 | $3,474-90.3% | $9,769-96.5% | $2,969-88.6% |