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 BANK4 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $50,195 |
PEGGY S. EDGE, CPA, LLC5 years Service code 10 · EIN 26-4527814 | Accounting | $5,905 |
Service code 37 · EIN 04-2647786 | Loan Processing | $206 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,040 | $104,475-1.4% | $159,436-35.4% | $79,386+29.8% |
| Participation rate | 84.4% | 76.6%+7.8pp | 82.8%+1.6pp | 70.7%+13.7pp |
| Annual return | 22.17% | 67.95%-45.8pp | 263.57%-241.4pp | 116.85%-94.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $10,325 | $6,467+59.6% | $7,352+40.4% | $4,046+155.2% |
| Admin fee / account holder | $348 | $711-51.1% | $10,799-96.8% | $626-44.5% |